Certified Financial Planner (CFP) Practice Test

170 questions153 minutesDetailed explanationsInstant scoring

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About the Real Certified Financial Planner (CFP) Exam

CFP Certification Examination. A strong, blueprint-matched practice run is one of the best predictors of how you will perform on the real exam.

Our Certified Financial Planner (CFP) Practice Test

Our Certified Financial Planner (CFP) practice test contains 170 original questions spanning Planning & Insurance, Investments & Tax, Retirement & Estate. Each question mirrors the real exam's style and difficulty and includes a detailed explanation, so every question teaches you something.

What to Expect

Planning & Insurance: Process, risk management, insurance.
Investments & Tax: Investment planning, income tax planning.
Retirement & Estate: Retirement, employee benefits, estate planning.

Try a Sample Question

Certified Financial Planner (CFP) — Sample · medium

What is the correct order of the steps in the CFP Board's financial planning process?

A Understand the client's situation, identify goals, analyze, develop recommendations, present, implement, monitor

B Monitor, implement, gather data, analyze

C Implement, monitor, analyze, gather data

D Present recommendations, gather data, set goals

Explanation. The CFP Board's process begins with understanding the client's situation and goals, then analyzing, developing and presenting recommendations, implementing, and monitoring. The other sequences place steps out of their logical order.

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