Professional Conduct and Regulation
- CFP Board's Code of Ethics and Standards of Conduct (18 min)
- CFP Board's Procedural Rules (14 min)
- Function, Purpose, and General Structure of Financial Institutions (13 min)
- Financial Services Regulations and Requirements (24 min)
- Consumer Protection Laws (44 min)
- Fiduciary Standard and Application (16 min)
General Principles of Financial Planning
- Financial Planning Process (13 min)
- Financial Statements (14 min)
- Cash Flow Management (17 min)
- Financing Strategies and Debt Management (24 min)
- Economic Concepts (14 min)
- Time Value of Money Concepts and Calculations (29 min)
- Education Needs Analysis (25 min)
- Education Savings Vehicles (18 min)
- Education Funding (18 min)
- Gift and Income Tax Strategies (19 min)
Risk Management and Insurance Planning
- Principles of Risk and Insurance (14 min)
- Analysis and Evaluation of Risk Exposures (15 min)
- Health Insurance and Health Care Cost Management (23 min)
- Disability Income Insurance (15 min)
- Long-Term Care Insurance and Planning (15 min)
- Qualified and Non-Qualified Annuities (15 min)
- Life Insurance (Individual and Group) (18 min)
- Business Owner Insurance Solutions (15 min)
- Insurance Needs Analysis (18 min)
- Insurance Policy and Company Selection (20 min)
Investment Planning
- Characteristics, Uses, and Taxation of Investment Vehicles (16 min)
- Types of Investment Risk (15 min)
- Market Cycles, Economic Indicators, and Tactical Strategies (16 min)
- Quantitative Investment Concepts and Measures of Investment Returns (20 min)
- Asset Allocation and Portfolio Diversification (14 min)
- Bond and Stock Valuation Concepts (18 min)
- Portfolio Development and Analysis (13 min)
- Investment Strategies (29 min)
- Alternative Investments and Liquidity Risk (22 min)
Tax Planning
- Fundamental and Current Tax Law (16 min)
- Income Tax Fundamentals and Calculations (25 min)
- Characteristics and Income Taxation of Business Entities (16 min)
- Income Taxation of Trusts and Estates (15 min)
- Tax Reduction and Management Techniques (21 min)
- Tax Consequences of Property Transactions (21 min)
- Tax Implications of Special Circumstances (18 min)
- Charitable and Philanthropic Contributions (19 min)
- OBBBA Tax Law Changes (33 min)
Retirement Savings and Income Planning
- Retirement Needs Analysis (16 min)
- Social Security and Medicare Planning (21 min)
- Eldercare and Special Needs Planning (17 min)
- Types of Retirement Plans (16 min)
- Qualified Plan Rules and Options (17 min)
- Non-Qualified Plan Rules and Options (16 min)
- Key Factors Affecting Plan Selection for Businesses (15 min)
- Distribution Rules and Taxation (19 min)
- Retirement Income and Distribution Strategies (23 min)
- Business Succession Planning (15 min)
Estate Planning
- Property Titling and Beneficiary Designations (15 min)
- Strategies to Transfer Property (24 min)
- Estate and Incapacity Planning Documents (14 min)
- Gift, Estate, and GST Tax (41 min)
- Sources for Estate Liquidity (15 min)
- Types, Features, and Taxation of Trusts (25 min)
- Marital Deduction (17 min)
- Intra-Family and Other Business Transfer Techniques (19 min)
- Postmortem Estate Planning Techniques (18 min)
- Planning for Divorce, Unmarried Couples, and Special Circumstances (19 min)
- Planning for Special Needs and Circumstances (15 min)
Psychology of Financial Planning
- Client and Planner Attitudes, Values, and Biases (13 min)
- Behavioral Finance (13 min)
- Sources of Money Conflict (13 min)
- Principles of Counseling (14 min)
- General Principles of Effective Communication (14 min)
- Crisis Events with Severe Consequences (17 min)
