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Financial Planning Body of Knowledge™

The free encyclopedia

For Financial Planning Professionals

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Topic List

The topic list is structured by category. Subject matter is presented at basic, intermediate, and advanced knowledge levels. It includes the topics that comprise the CFP® Certification Examination topic list but goes well beyond it. For financial planning professionals, advanced level knowledge and application links are being added to the Financial Planning Body of Knowledge Website, however, the primary emphasis at present is building out the basic/intermediate material.

Site Navigation

This website contains numerous internal and external links. Left clicking your mouse while the cursor is on the link will take you to the desired webpage. A hotlink is a word or phrase that is colored blue or green and underlined. To return to the original page click on your browser's back button or icon.

How to find a specific topic or article

There two ways to find a specific topic or article.

Method 1) Use the "Search" box (on the top of any page); simply type in the word or phrase you are interested in viewing, then press your Enter key. As you type in your search term suggested pages will be displayed beneath the Search box - you can move your cursor to any of the displayed topic pages and click on it to be taken to that page.

Method 2: You may click on any of the general topic areas below:

Financial Planning Topic Categories

Note: there are many topics that are not directly linked to the above topic list. To discover the unlinked topics, enter your search term in the "Search" box on the sidebar on any page and click "Search".

Information and Resources for CERTIFIED FINANCIAL PLANNER Professionals


Attention Potential Contributors and Subject Matter Experts

If you are a financial planning professional or a subject matter expert (e.g., professor of finance, CPA, attorney, etc.) and would like to contribute in any way to this website, please click here.


While substantial editorial effort has been and is being made to verify the accuracy of the information provided on this website, there is no assurance or implication that this is actually true. Before relying on any information provided herein consumers of financial planning services should seek the advice of a competent professional adviser. For providers of financial planning services, any information contained herein should be verified by the financial planning professional to ensure that the information is correct and current. This website is intended to be a supplement to, not a replacement for, an ongoing relationship with your financial advisor(s). Please see additional important disclaimers here.


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Contributor and Editor Acknowledgments

The content of the Financial Planning Body of Knowledge is brought to you by the following contributors/editors. These individuals have created 5,655 articles available in English.

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Page Last Reviewed or Updated: 17 Aug 2015