CFP Certification Exam: Certified Financial Planner

CFP Practice Test 2025 Exam Questions & Answers

Practice free online CFP sample mock test series: Download CFP solved model exam PDF papers with previous years' questions and answers.

What is CFP Exam 2025?

Certified Financial Planner (CFP) exam is conducted by CFP Board. CFP aspirants are advised to visit the official website (www.cfp.net) for detailed information.

CFP Exam 2025 Details
Name of the ExamCertified Financial Planner (CFP) Written Exam 2025
OrganisationCFP Board
Official Websitehttps://www.cfp.net/
Type of QuestionsObjective-type Multiple Choice Questions (MCQs)
Exam ModeOnline Computer-based Test (CBT)

What is CFP Practice Test 2025?

CFP practice tests are model tests for the online practice of the CFP exam. This helps students create a better exam preparation strategy. If you treat CFP practice tests as actual tests, you will perform well in the actual Certified Financial Planner (CFP) exam as well. So instead of just rote learning concepts, practice CFP practice tests to measure your strengths and weakness. CFP mocks will help you in developing an effective study strategy.

As per the new exam pattern published by CFP Board, it is necessary to include CFP practice tests in your preparation strategy. We, at Testmocks, have designed the following CFP practice test series that will provide you with in-depth coverage of the latest syllabus.

1. CFP Financial Planning Principles, Process and Skills Mock Test

  • Financial planning process quiz.
  • Financial planning practice and ethics quiz.
  • Professional Skills quiz.
  • Regulatory, economic and political environments that affect personal financial planning quiz.
  • Law and compliance quiz.
  • Time value of money quiz.
  • Client characteristics quiz.
  • Client risk profile quiz.
  • Client engagement and communications quiz.
  • Critical thinking quiz.

2. CFP Financial Management Mock Test

  • Principles of financial management quiz.
  • Personal and small business balance sheet (net worth statement) quiz.
  • Use and non-use assets quiz.
  • Cash flow statement quiz.
  • Budget preparation and management quiz.
  • Savings analysis and strategy quiz.
  • Emergency fund quiz.
  • Credit and debt management quiz.
  • Financial ratio analysis quiz.
  • Specific purpose planning quiz.

3. CFP Tax Principles and Optimization Mock Test

  • Taxation principles quiz.
  • Tax planning objectives quiz.
  • Tax planning principles quiz.
  • Tax planning law and policy quiz.
  • Tax analysis and calculations quiz.
  • Tax planning strategies quiz.
  • Tax planning for asset location quiz.

4. CFP Investment Planning / Asset Management Mock Test

  • Investment principles quiz.
  • Investment objectives, constraints, capacity and suitability quiz.
  • Investment time horizon quiz.
  • Behavioral finance quiz.
  • Asset classes quiz.
  • Investment theory quiz.
  • Performance measurement quiz.
  • Asset allocation and performance quiz.
  • Investment products – evaluation, selection and monitoring quiz.

5. CFP Risk Management and Insurance Planning Mock Test

  • Risk management principles quiz.
  • Insurance planning objectives quiz.
  • Analysis and evaluation of risk exposures quiz.
  • Risk strategies quiz.
  • Risk management products quiz.
  • Insurance law and claims process quiz.
  • Product, company and adviser selection and due diligence quiz.

6. CFP Retirement Planning Mock Test

  • Retirement principles quiz.
  • Retirement objectives quiz.
  • Retirement needs analysis and forecasts quiz.
  • Potential sources of retirement income quiz.
  • Retirement income and withdrawal projections and strategies quiz.
  • Retirement planning and funding products quiz.

7. CFP Estate Planning and Wealth transfer Mock Test

  • Estate planning principles quiz.
  • Estate planning objectives quiz.
  • Legal related issues quiz.
  • Asset ownership and its implications quiz.
  • Estate planning documents quiz.
  • Succession planning quiz.
  • Special family situation quiz.
  • Projected financial situation at death quiz.
  • Estate planning strategies quiz.
  • Philanthropy and charitable giving quiz.
  • Management in the event of incapacity (living estate planning) quiz.

8. CFP Integrated Financial Planning Mock Test

  • Client engagement, communication, and financial planning process quiz.
  • Collection and data quiz.
  • Attitudes, goals and objectives quiz.
  • Issues and problems quiz.
  • Analysis quiz.
  • Strategies quiz.
  • Synthesis and recommendations quiz.
  • Implementation quiz.
  • Periodic review quiz.

Benefits/Advantages of Practicing Online CFP Practice Tests Series 2025?

The practice of online mock tests is important for candidates appearing in the upcoming Certified Financial Planner (CFP) exam. Our practice tests are prepared by experienced teachers. CFP practice test is similar to the real exam and helps students assess their preparation.

By practicing free online CFP practice tests, you get a fair idea about the real test pattern and reduce pre-exam anxiety. CFP mock tests are important because of the time-bound practice they provide. CFP Multiple attempts of the CFP practice test will help you revise the entire syllabus. CFP practice tests help you remember basic concepts and perform better in the actual exams. CFP practice tests provide the scope of the question paper. CFP practice tests improve your time management skill.

Attempting multiple practice tests helps students revise the entire CFP exam syllabus. This way they memorize concepts and perform well in the CFP exam. Mock tests make students familiar with the style and scope of the CFP question paper.

Benefits of Taking CFP Online Practice Tests 2025?

  • Take new CFP tests: Online mock tests based on actual Certified Financial Planner (CFP) exam paper.
  • Community-driven: Created by top-notch CFP faculties.
  • Comprehensive preparation tool: Our CFP practice test series allow you to analyse your progress.
  • View CFP score: After practicing our online CFP tests, you can check your score and view answer keys with explanations.
  • Free to use: We try to help candidates with our free CFP practice tests.

Unique Features of Online CFP Practice Test Series - 2025

  • Practice online tests including objective questions from old Certified Financial Planner (CFP) papers.
  • Solve free online model exam papers based on the latest syllabus.
  • Take CFP practice tests based on real exam pattern.