CFP Preparation Strategy
Permanent exam information · 48 views · Verified 01 Oct 2026
CFP Preparation Strategy
CFP Preparation Strategy
Follow the current FPSB curriculum
Use the learning objectives, course material and competency requirements applicable to the current Indian pathway.
Build specialist knowledge
Study investment planning, retirement and tax planning, and risk and estate planning as separate knowledge areas before moving to integrated planning.
Practise integrated financial planning
The Integrated Financial Planning stage requires candidates to apply knowledge across the financial-planning components and prepare a financial plan based on a case.
Practise case-based reasoning
The CFP examination includes 25 questions based on a case study. Preparation should therefore include applying financial-planning concepts to client circumstances rather than relying only on factual recall.
Review ethics
Complete the required Global Ethics course before the CFP examination and understand the professional standards applicable to CFP professionals.
Use official resources
Prioritize FPSB India and FPSB official material for current requirements, course information, exam registration and certification rules.
Frequently asked questions
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This page covers the CFP Preparation Strategy section of CERTIFIED FINANCIAL PLANNER. It is part of BodhDisha's permanent exam information, which stays consistent across exam years.
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Last verified: 01 October 2026
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