CFP October 2026 Syllabus

Permanent exam information · 48 views · Verified 01 Oct 2026

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Certification Topic type

CFP Exam

CFP October 2026 Syllabus

Stage / Domain	Core Coverage
Investment Planning	Investment products, portfolio considerations, asset allocation and investment planning.
Retirement and Tax Planning	Retirement needs, retirement strategies and tax-aware financial planning.
Risk and Estate Planning	Risk management, insurance and estate or wealth-transfer planning.
Integrated Financial Planning	Integration of the financial-planning components into a comprehensive financial plan.
CFP Examination	Integrated financial-planning knowledge and application through standalone and case-study MCQs.

FPSB India's program structure should be used as the source of truth for the current India pathway. Candidates should use the current learning objectives and course material available through the FPSB learning portal rather than relying on outdated pathway descriptions.

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Last verified: 01 October 2026

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