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CFP Exam Calculation Workbook: 400+ Calculations to Prepare for the CFP Exam (2019 Edition)

by Coventry House Publishing

Calculation practice across CFP exam topics

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AlbakiReads Editorial

Calculation practice across CFP exam topics

This workbook gathers more than 400 short calculation questions and answers intended to reinforce previously learned CFP material. Its practice is organized across financial planning principles, life and disability insurance, income planning, investments, retirement planning, and estate planning. The publisher description says the 2019 edition was updated for the Tax Cuts and Jobs Act of 2017; that reference reflects the book’s stated coverage, not a guarantee of current tax guidance. The format centers on focused calculation drills rather than lengthy question-and-answer passages, making the book a topic-based practice resource for exam preparation.

Good fit for readers who enjoy

  • CFP candidates seeking additional calculation practice.
  • Learners reviewing the listed financial planning subjects.
  • Candidates preparing for a first or repeat exam attempt.

Themes

CFP exam preparationFinancial calculationsInsurance and income planningInvestment, retirement, and estate planning

Based on publisher information and book metadata.

Book overview

Message from the publisher: This book contains short, concise questions and answers that are intended to reinforce CFP topics already learned. It does not include lengthy paragraph style questions and answers that are provided by other CFP providers.

This book has been fully updated based on the Tax Cuts and Jobs Act of 2017.

 

The CFP Exam Calculation Workbook provides over 400 calculation questions to prepare for the demanding CFP Certification Exam. Master exam topics with intensive practice in the areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the critical skills needed to master the exam.

 

Included are practice exams for the following topics:
- Financial Planning Principles
- Life and Disability Insurance
- Income Planning
- Investments
- Retirement Planning
- Estate Planning

 

About the CFP Program

The Certified Financial Planner (CFP) credential is the most respected and widely recognized financial planning designation in the world. Launched in 1973, the CFP program provides a strong foundation of advanced financial planning analysis that members use through all stages of their careers. With particular emphasis placed on ethics and commitment to clients, the CFP has earned a distinguished reputation backed by security and stewardship. By earning the CFP designation, you will join a vast professional network and gain unmatched credibility and career resources.

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