to

  1. Client Engagement Process - 6%

  2. Retirement Planning - 15%

  3. Insurance Planning - 16%

  4.  Education Planning - 3%

  5. Estate Planning - 17%

  6. Professional Conduct - 3%

  7. Plan Development - 9%

  8. Data Gathering - 4%

  9. Ongoing Monitoring - 2%

  10. Tax Planning - 3%

  11.  Investment Planning - 17%

  12. Regulations and Compliance - 3%

  13. Practice Management - 2%

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The Exam Content Blueprint and its percentage importance rating is based upon a Job Analysis research study of the role of the professional financial consultant. 


A list of the content sections with the percentage represented in the exam is below.  For a more detailed breakdown of topics under each section - download PDF of Exam Content Blueprint.


Exam Content Blueprint