FULL FP512 Comprehensive Topic List
(Non-Proprietary, Educational)
Module 1: Financial Planning Foundations
1. Introduction to Personal Financial Planning
2. Financial Planning Process & Client Engagement
3. Ethics, Professional Conduct & Regulatory Standards
4. Time Value of Money
5. Cash Flow Analysis
6. Financial Statement & Ratio Analysis
Module 2: Risk Management & Insurance
7. Principles of Risk Management
8. Life Insurance Types & Needs Analysis
9. Health Insurance & Medical Coverage
10. Disability Insurance
11. Long-Term Care Insurance
12. Property & Casualty Insurance
13. Business & Professional Liability Insurance
Module 3: Investment Planning
14. Investment Principles & Asset Classes
15. Portfolio Theory & Diversification
16. Risk and Return Calculations
17. Security Valuation (Bonds, Equities, Alternatives)
, 18. Investment Vehicles (Mutual Funds, ETFs, REITs)
19. Market Efficiency & Behavioral Finance
20. Portfolio Construction & IPS
21. Tax-Efficient Investing
22. Performance Measurement & Evaluation
Module 4: Retirement Planning
23. Retirement Needs & Income Planning
24. Social Security & Government Programs
25. Defined Benefit Plans
26. Defined Contribution Plans
27. IRAs, Roth IRAs & Tax-Advantaged Accounts
28. Annuities & Retirement Income Products
29. Post-Retirement Distribution Strategies
Module 5: Tax Planning
30. Tax Principles & Concepts
31. Income Taxation (Individuals & Business Owners)
32. Capital Gains & Investment Taxation
33. Tax Credits, Deductions & Exemptions
34. Taxation of Retirement Plans
35. Trusts, Estates & Gift Tax Rules
36. Tax Planning Strategies (Short- & Long-Term)
Module 6: Estate Planning
37. Principles of Estate Planning
, 38. Wills & Probate
39. Trust Types & Applications
40. Powers of Attorney, Healthcare Directives
41. Charitable Giving & Philanthropic Planning
42. Estate Tax Planning Strategies
43. Wealth Transfer & Legacy Planning
Module 7: Education Planning
44. Cost of Education & Inflation
45. 529 Plans
46. Coverdell ESAs
47. Financial Aid & FAFSA
48. Education Tax Credits
49. Funding Strategies for Parents & Students
Module 8: Behavioral Finance & Client Psychology
50. Cognitive & Emotional Biases
51. Client Communication & Interviewing
52. Behavioral Portfolio Theory
53. Client Goal Setting & Motivation
54. Values-Based & Ethical Decision Making
Module 9: Business & Professional Planning
55. Business Entity Types
56. Small Business Financial Planning
57. Buy-Sell Agreements
, 58. Key Person Insurance
59. Business Succession Planning
60. Employee Benefits & Compensation
Module 10: Contemporary Issues & Advanced Planning
61. Financial Technology (FinTech)
62. ESG Investing
63. Inflation, Interest Rates & Economic Indicators
64. International Financial Planning
65. Advanced Wealth Management Strategies
66. Crisis & Contingency Planning
NEXT STEP
Tell me one of the following:
Option A — “Generate the 100-question package for all topics.”
( This will produce thousands of Q&A; I can deliver them in sequential batches.)
Option B — “Start with Topic #____.”
(Example: “Start with Topic 14: Investment Principles & Asset Classes.”)
Option C — “Generate only these topics: …”
Just tell me your choice, and I’ll begin the full structured output exactly in the format you
requested:
• Topic in bold
• 100-word description
• 5 keywords
• 100 exam-style Q&A with next to the correct answer
(Non-Proprietary, Educational)
Module 1: Financial Planning Foundations
1. Introduction to Personal Financial Planning
2. Financial Planning Process & Client Engagement
3. Ethics, Professional Conduct & Regulatory Standards
4. Time Value of Money
5. Cash Flow Analysis
6. Financial Statement & Ratio Analysis
Module 2: Risk Management & Insurance
7. Principles of Risk Management
8. Life Insurance Types & Needs Analysis
9. Health Insurance & Medical Coverage
10. Disability Insurance
11. Long-Term Care Insurance
12. Property & Casualty Insurance
13. Business & Professional Liability Insurance
Module 3: Investment Planning
14. Investment Principles & Asset Classes
15. Portfolio Theory & Diversification
16. Risk and Return Calculations
17. Security Valuation (Bonds, Equities, Alternatives)
, 18. Investment Vehicles (Mutual Funds, ETFs, REITs)
19. Market Efficiency & Behavioral Finance
20. Portfolio Construction & IPS
21. Tax-Efficient Investing
22. Performance Measurement & Evaluation
Module 4: Retirement Planning
23. Retirement Needs & Income Planning
24. Social Security & Government Programs
25. Defined Benefit Plans
26. Defined Contribution Plans
27. IRAs, Roth IRAs & Tax-Advantaged Accounts
28. Annuities & Retirement Income Products
29. Post-Retirement Distribution Strategies
Module 5: Tax Planning
30. Tax Principles & Concepts
31. Income Taxation (Individuals & Business Owners)
32. Capital Gains & Investment Taxation
33. Tax Credits, Deductions & Exemptions
34. Taxation of Retirement Plans
35. Trusts, Estates & Gift Tax Rules
36. Tax Planning Strategies (Short- & Long-Term)
Module 6: Estate Planning
37. Principles of Estate Planning
, 38. Wills & Probate
39. Trust Types & Applications
40. Powers of Attorney, Healthcare Directives
41. Charitable Giving & Philanthropic Planning
42. Estate Tax Planning Strategies
43. Wealth Transfer & Legacy Planning
Module 7: Education Planning
44. Cost of Education & Inflation
45. 529 Plans
46. Coverdell ESAs
47. Financial Aid & FAFSA
48. Education Tax Credits
49. Funding Strategies for Parents & Students
Module 8: Behavioral Finance & Client Psychology
50. Cognitive & Emotional Biases
51. Client Communication & Interviewing
52. Behavioral Portfolio Theory
53. Client Goal Setting & Motivation
54. Values-Based & Ethical Decision Making
Module 9: Business & Professional Planning
55. Business Entity Types
56. Small Business Financial Planning
57. Buy-Sell Agreements
, 58. Key Person Insurance
59. Business Succession Planning
60. Employee Benefits & Compensation
Module 10: Contemporary Issues & Advanced Planning
61. Financial Technology (FinTech)
62. ESG Investing
63. Inflation, Interest Rates & Economic Indicators
64. International Financial Planning
65. Advanced Wealth Management Strategies
66. Crisis & Contingency Planning
NEXT STEP
Tell me one of the following:
Option A — “Generate the 100-question package for all topics.”
( This will produce thousands of Q&A; I can deliver them in sequential batches.)
Option B — “Start with Topic #____.”
(Example: “Start with Topic 14: Investment Principles & Asset Classes.”)
Option C — “Generate only these topics: …”
Just tell me your choice, and I’ll begin the full structured output exactly in the format you
requested:
• Topic in bold
• 100-word description
• 5 keywords
• 100 exam-style Q&A with next to the correct answer
