Wiley Study Guide for 2018 CFP Exam, Vol 1


ISBN: 9788126577019

332 pages

INR 1499.5


Supercharge your studies for success on exam day with Wiley’s CFP Exam Review Study Guide. Whatever stage you are at in your learning, this study guide will be the cornerstone to your preparation. Based on years of teaching experience, our CFP experts have developed a highly effective and proven study aid that provides an organized review of all 8 major domains contained in the current CFP curriculum and definitions for the key terms. With over 1,000 pages of distilled knowledge, combined with practical study tips, test-taking advice and plenty of detailed examples highlighted by a clear color coding feature, you’ll find it easy to grasp the fundamentals and get ready to pass the CFP exam first time.

About the Professors


Welcome to CFP Exam Review


Professional Conduct and Regulation

CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct  

CFP Board's Financial Planning Practice Standards

CFP Board's Disciplinary Rules and Procedures

Function, Purpose, and Regulation of Financial Institutions

Financial Services Regulations and Requirements

Consumer Protection Laws



General Financial Planning Principles

Financial Planning Process

Financial Statements

Cash Flow Management

Financing Strategies

Economic Concepts

Time Value of Money Concepts and Calculations

Client and Planner Attitudes, Values, Biases, and Behavioral Finance

Principles of Communication and Counseling

Debt Management


Education Planning

Education Needs Analysis

Education Savings Vehicles

Financial Aid

Gift/Income Tax Strategies

Education Financing


Risk Management and Insurance Planning

Principles and Risk of Insurance

Analysis and Evaluation of Risk Exposures

Health Insurance and Health Care Cost Management (Individual)

Disability Income Insurance (Individual)

Long-Term Care Insurance


Life Insurance (Individual)

Business Uses of Insurance

Insurance Needs Analysis

Insurance Company Policy and Company Selection

Property and Casualty Insurance