Professional & Trading
CFP Certification Exam Prep — 120 cards + Free Mock
Anki deck for CFP Certification candidates after the free readiness check.
One-time purchase · .apkg for Anki (desktop, AnkiMobile, AnkiDroid) · instant download via Gumroad
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53 people have purchased this deck. Recent UniPrep2Go checkout activity — not an official exam board figure.
Free practice test
Free CFP Certification Practice Test 2026 | 25Q Free
CFP Certification knowledge diagnostic — 120-question timed check (free 25-question version) with topic scoring and a readiness report before you buy the deck. It checks what you know; it is not a copy of the official exam format.
Take the free 25-question diagnosticSample cards
A Monte Carlo analysis for the Garcias, retiring at 62 and spending $90,000 a year, shows a 58% probability of success. They want more confidence. What is the planner's most appropriate next step?
Correct: (a) Model changes like later retirement or lower spending, then rerun A 58% result means 42% of simulated return paths ran out of money. The planner should test realistic levers the clients control, such as retiring later, spending less, or saving more, and rerun the simulation rather than changing assumptions to manufacture a better number.
A client's entire portfolio will be one fund. Fund X returned 12% with a 20% standard deviation and beta 1.2; Fund Y returned 9% with a 10% standard deviation and beta 0.9. T-bills yield 3%. Which conclusion is correct?
Correct: (b) Fund Y, with the higher Sharpe ratio of 0.60 versus 0.45 When one fund is the whole portfolio, total risk matters, so use the Sharpe ratio: (return − risk-free rate) ÷ standard deviation. Fund X: (12 − 3) ÷ 20 = 0.45. Fund Y: (9 − 3) ÷ 10 = 0.60. Fund Y earns more excess return per unit of total risk.
Mia, 40, inherits a traditional IRA from her father, who died in 2025 at age 80, after his required beginning date. She is not disabled, chronically ill, or a minor child. How must she take distributions?
Correct: (c) Annual RMDs in years 1-9, with a full payout by year 10 Under the SECURE Act and the 2024 final regulations, a non-eligible designated beneficiary must empty the IRA by the end of the 10th year after death. Because her father died after his required beginning date, she must also take annual RMDs in years 1 through 9, starting in 2026.
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Get 120-Card CFP Certification Deck — $11 USDProduct facts
- Cards
- 120
- Coverage
- Financial planning process; Investment planning; Tax & estate; Retirement & risk
- Format
- .apkg
- Price
- $11 USD
- Checkout
- Gumroad
- Exam cycle
- Current exam cycle
- Delivery
- Digital .apkg through Gumroad (instant download)
Coverage by exam topic
| Topic | Exam weight | Cards |
|---|---|---|
| Financial planning process | Diagnostic topic (equal mock share — not official domain weight) | 30 |
| Investment planning | Diagnostic topic (equal mock share — not official domain weight) | 30 |
| Tax & estate | Diagnostic topic (equal mock share — not official domain weight) | 30 |
| Retirement & risk | Diagnostic topic (equal mock share — not official domain weight) | 30 |
More about CFP CertificationStudy tips, positioning, and how this deck compares
CFP Certification exam prep
UniPrep2Go sells an independent CFP Certification Anki deck with 120 high-yield flashcards for active recall and exam terminology. Built from the same validated item bank as the free readiness check at https://uniprep2go.study/mock-exams/cfp-certification-readiness-check. It is delivered as an Anki .apkg file for $11 U
Built for: Financial planning students and practitioners completing CFP Board-registered education who need a structured review before the CFP Certification Examination and related experience/ethics steps. Always verify current candidate bulletins, fees, and testing vendor details before you register.
Covers: Financial planning process; Investment planning; Tax & estate; Retirement & risk.
- Spaced-repetition flashcards
- 120 exam-focused flashcards
- Topic coverage table and samples on this page
- Linked 120-question practice test (free 25-question version)
How this deck compares
120 cards for CFP Certification matches the current financial planning process; investment planning; tax & estate; retirement & risk in the coverage table — sized for daily review, not maximum download size. Start with the 120-question CFP Certification practice test (free 25-question version), then drill weak rows from the table.
| Approach | Typical size | Tradeoffs |
|---|---|---|
| Free community decks | 1,000–3,000 |
|
| Budget mega-packs | 1,000+ |
|
| This deck | 120 exam-focused flashcards |
|
CFP Certification study guide
Coverage focus for CFP Certification
120 items align to financial planning process; investment planning; tax & estate; retirement & risk: Financial planning process (30); Investment planning (30); Tax & estate (30); Retirement & risk (30).
Suggested review cadence
Weeks 1–3: 20 new CFP Certification cards per day. Week four: the full CFP Certification mock (120 questions) — review only missed table rows.
FAQ
What should I study first for CFP Certification?
Take the 120-question CFP Certification practice test (free 25-question version) on UniPrep2Go, note weak topic scores, then drill those sections with this deck's 120 items. UniPrep2Go sells an independent CFP Certification Anki deck with 120 high-yield flashcards for active recall and exam terminology. Built from the same validated item bank as the free readiness check at https://uniprep2go.study/mock-exams/cfp-certification-readiness-check. It is delivered as an Anki .apkg file for $11 U
Is there a free CFP Certification practice test?
Yes — Free CFP Certification Practice Test 2026 | 25Q Free at https://uniprep2go.study/mock-exams/cfp-certification-readiness-check. The CFP Certification mock has 120 timed questions, topic scoring, and a remediation plan tied to this deck. Your first UniPrep2Go mock, including this CFP Certification one, is a free 25-question timed diagnostic (any exam, Exam or Learn mode, no signup); full-length mocks and retakes run on the $5 UniPrep2Go Mock Pass — 5 attempts on any mock.
Is this official CFP Certification exam material?
No. Independent UniPrep2Go study aid — not affiliated with or endorsed by CFP Board.
More questions (1)
Is this official exam material?
No. Independent UniPrep2Go study aid — not affiliated with or endorsed by CFP Board.
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Last reviewed: August 6, 2026.