CFP® 8 Principal Knowledge Domains

1. Professional Conduct and Regulation: Ethics, professional conduct, and regulation of financial planning practices.

2. General Principles of Financial Planning: Process, client interactions, time value of money, and economic concepts.

3. Risk Management and Insurance Planning: Insurance products, needs analysis, and risk management.

4. Investment Planning: Investment strategies, portfolio management, and asset allocation.

5. Tax Planning: Tax regulations, planning strategies, and implications on financial planning.

6. Retirement Savings and Income Planning: Retirement needs analysis, plan options, and income distribution strategies.

7. Estate Planning: Wills, trusts, estate taxes, and wealth transfer techniques.

8. Financial Planning and Asset Management: Integration of financial planning concepts, and effective management of financial resources.

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