CFP QUESTIONS WITH CORRECT ANSWERS 2025
plan to attend an in-person class - Answer the general schedule is usually recommended.
Try to complete the pre-study books and lectures prior to class.
Begin incorporating practice questions when you feel comfortable.
-I usually recommend 30 minutes a day after you finish reading a book
notes - Answer
To schedule your coaching calls after the Review Readiness and Exam Readiness Quizzes, go
here:Review Readiness: - Answer
STUDY PATH - Answer -review readiness (watch review readiness 1st)
-read/watch lectures/infographics/flashcards
-classes and office hours
-practice questions (twice)
-exam readiness (70%+ for guarentee)
-10 minute coaching call
-simulated exam
-post review office hours (week prior to exam)
- Answer reserve inperson review
7 Steps of the Financial Planning Process - Answer 1 - Understand the Client's Personal and
Financial Circumstances
2 - Identifying and Selecting Goals
3 - Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action
plan to attend an in-person class - Answer the general schedule is usually recommended.
Try to complete the pre-study books and lectures prior to class.
Begin incorporating practice questions when you feel comfortable.
-I usually recommend 30 minutes a day after you finish reading a book
notes - Answer
To schedule your coaching calls after the Review Readiness and Exam Readiness Quizzes, go
here:Review Readiness: - Answer
STUDY PATH - Answer -review readiness (watch review readiness 1st)
-read/watch lectures/infographics/flashcards
-classes and office hours
-practice questions (twice)
-exam readiness (70%+ for guarentee)
-10 minute coaching call
-simulated exam
-post review office hours (week prior to exam)
- Answer reserve inperson review
7 Steps of the Financial Planning Process - Answer 1 - Understand the Client's Personal and
Financial Circumstances
2 - Identifying and Selecting Goals
3 - Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action
