The textbooks for the CFP® Exam / Prep Review include the following:

• Volume I - Fundamentals of Financial Planning
• Volume II - Insurance Planning
• Volume III - Investments
• Volume IV - Income Tax Planning
• Volume V - Retirement Planning
• Volume VI - Estate Planning
• Volume VII - Case Book
• Volume VIII - Mock Exams and Solutions

Textbook Volumes I-VI

Each of volume textbooks from Volume I-VI:

• Covers a series of fundamentals of financial planning subtopics presented by the CFP Board
• Include examples, illustrations, time value of money problems, multiple-choice questions, and rationales covering the textbook topic.
• Delivers helpful test tips and sample study plans to make the learning process more efficient.

Textbook Volume VII

This textbook provides the exam candidate with 16 comprehensive cases, 40 item sets (minicases), and Cognitive Connection questions. This text prepares you for the three comprehensive cases given on the exam. Your preparation in this area is extremely important because case questions are weighted more heavily than general multiple-choice questions.

Textbook Volume VIII

This textbook is designed to simulate the actual CFP® exam. The text is divided into three mock exams, each containing multiple-choice questions, item sets, and a comprehensive case. This text can serve as a diagnostic tool to identify the areas of strength and weakness in a study plan and can be used to create a unique study program to meet your individual needs.