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CFP Exam Calculation Workbook: 400+ Calculations to Prepare for the CFP Exam
Message from the This book contains short, concise questions and answers that are intended to reinforce CFP topics already learned. It does not include lengthy paragraph style questions and answers that are provided by other CFP providers.
This book has been fully updated based on the Tax Cuts and Jobs Act of 2017.
The CFP Exam Calculation Workbook provides over 400 calculation questions to prepare for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you’re challenging the exams for the first time or trying again after an unsuccessful attempt, you will learn the critical skills needed to master the exam.
Included are practice exams for the following
• Financial Planning Principles
• Life and Disability Insurance
• Income Planning
• Investments
• Retirement Planning
• Estate Planning
About the CFP Program
The Certified Financial Planner (CFP) credential is the most respected and widely recognized financial planning designation in the world. Launched in 1973, the CFP program provides a strong foundation of advanced financial planning analysis that members use through all stages of their careers. With particular emphasis placed on ethics and commitment to clients, the CFP has earned a distinguished reputation backed by security and stewardship. By earning the CFP designation, you will join a vast professional network and gain unmatched credibility and career resources.
This book has been fully updated based on the Tax Cuts and Jobs Act of 2017.
The CFP Exam Calculation Workbook provides over 400 calculation questions to prepare for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you’re challenging the exams for the first time or trying again after an unsuccessful attempt, you will learn the critical skills needed to master the exam.
Included are practice exams for the following
• Financial Planning Principles
• Life and Disability Insurance
• Income Planning
• Investments
• Retirement Planning
• Estate Planning
About the CFP Program
The Certified Financial Planner (CFP) credential is the most respected and widely recognized financial planning designation in the world. Launched in 1973, the CFP program provides a strong foundation of advanced financial planning analysis that members use through all stages of their careers. With particular emphasis placed on ethics and commitment to clients, the CFP has earned a distinguished reputation backed by security and stewardship. By earning the CFP designation, you will join a vast professional network and gain unmatched credibility and career resources.
Kindle Edition
Published February 19, 2019
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April 30, 2025
Good practice calculations for concepts on the CFP exam, though the numbers are not updated to reflect current-year limits.
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