Financial Planner

Maintained and Updated as of 2023

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Dynamic Path presents our premier exam prep module for Financial Planner exams, now updated with 150+ new questions.

This module contains professionally-written multiple-choice review questions, each with detailed, helpful explanations.  Our questions cover all the topics you can expect on Financial Planning exams:

  • Professional Conduct and Regulation
  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning

You can now study online with Dynamic Path’s exclusive UI, designed with two ways to study:

  • Study Mode lets you learn at your own pace and gives you instant feedback
  • Test Mode can be customized for length and topics, plus you can time yourself

Dynamic Path is neither affiliated with nor endorsed by CFP Board or any other official agency.

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