Pass the CFP® exam with a plan that covers all eight domains
Omni Finance Academy rebuilds the CFP® curriculum around the CFP Board Principal Knowledge Topics — every study note and question mapped to a single domain outcome, split into a Foundations part and an Advanced Planning part so the material builds instead of overwhelming.
- All eight CFP Board domains mapped across two study parts
- Tax, retirement, estate, and insurance planning worked with real client cases
- A pacing plan built backward from your CFP® exam window
No card required · One full topic free per level · Cite-checked content
Your study path
Choose where you are. Omni Finance Academy builds the rest backward from your sitting date.
ReadySignal™
A transparent readiness indicator calibrated to the CFP® exam’s reported ≈65% pass band, trained on candidate-reported difficulty across the eight domains — public sources, cited per reading.
8
Principal Knowledge domains covered
170
Questions on exam day
~65%
Recent pass rate (CFP Board)
About the exam
What the CFP® program is, and why it matters
Awarded by CFP Board. Internationally recognised, evidence-driven, and the standard credential for the role.
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by CFP Board, is the standard credential for comprehensive personal financial planning in the United States. It signals that a professional can integrate tax, investment, insurance, retirement, and estate planning into advice that serves a client’s whole financial life.
The exam tests eight Principal Knowledge Topics: professional conduct and regulation; general principles of financial planning; risk management and insurance; investment planning; tax planning; retirement savings and income planning; estate planning; and the psychology of financial planning. Omni Finance Academy splits these into a Foundations part and an Advanced Planning part so each domain is built before it is combined — but the exam itself is a single comprehensive test that spans all eight at once, heavy on client scenarios and case studies.
Becoming a CFP® professional requires more than the exam — CFP Board’s “four E’s” are Education, Exam, Experience, and Ethics. Most candidates study 250+ hours for the exam alone. Our materials map every reading to its domain outcome, work the client cases in full, and keep every tax figure versioned to the exam’s applicable year.
Why Omni Finance Academy for CFP®
Built for the way CFP® candidates actually study
01
Eight domains, one connected plan
The CFP® exam tests all eight Principal Knowledge Topics at once. We split them into Foundations and Advanced Planning so each concept is built before it is combined in a case.
02
Case-based, the way the exam tests
The exam is heavy on scenario and case questions. Every domain ends on a worked client case — the numbers run, the recommendation justified — not just a definition.
03
Current with the tax figures
Contribution limits, brackets, and thresholds are versioned to the exam’s applicable tax year, so you never study a stale number.
04
Built for working candidates
Most candidates prepare over 250+ hours around a full-time role. Weekly pace targets and a days-to-exam counter keep the plan honest.
The CFP® path
Choose your level
CFP® · L1
Foundations
4 domains · ~150 hrs
Professional conduct and regulation, general principles of financial planning, risk management and insurance, and investment planning.
CFP® · L2
Advanced Planning
4 domains · ~150 hrs
Tax planning, retirement savings and income planning, estate planning, and the psychology of financial planning.
Curriculum weights
What the CFP® exam actually tests
Topic-area weights for every level — sourced from the awarding body, not from vendor estimates. We map every reading and question to these proportions so your study time mirrors the exam, not a textbook table of contents.
Foundations curriculum
4 domains · ~150 hrs
- Investment Planning33%
- General Principles of Financial Planning29%
- Risk Management & Insurance Planning22%
- Professional Conduct & Regulation16%
Source: CFP Board · Principal Knowledge Topics (2021 Practice Analysis) — domain weights renormalised across this study part
Advanced Planning curriculum
4 domains · ~150 hrs
- Retirement Savings & Income Planning37%
- Tax Planning29%
- Estate Planning20%
- Psychology of Financial Planning14%
Source: CFP Board · Principal Knowledge Topics (2021 Practice Analysis) — domain weights renormalised across this study part
Who should pursue the CFP®?
The roles and backgrounds most commonly represented in our CFP® candidate cohort.
- Financial planners and advisors pursuing the CFP® marks
- Paraplanners and associate advisors moving into lead-advisor roles
- Accountants, bankers, and insurance professionals broadening into planning
- Wealth-management and RIA staff serving individual clients
- Career changers entering personal financial planning
What the CFP® unlocks
Roles and outcomes typically associated with holding or progressing toward the CFP®.
- CERTIFIED FINANCIAL PLANNER™ professional
- Lead Financial Planner / Wealth Advisor
- Private Wealth / Client Advisor
- Paraplanner advancing to advisor
- Retirement or Estate Planning Specialist
- RIA / financial-planning practice owner
Exam format
CFP® exam at a glance
- Awarding body
- CFP Board (USA)
- Structure
- Single comprehensive exam (we split study into 2 parts)
- Question format
- 170 MCQ across two 3-hour sessions in one day
- Sittings / year
- Three windows (March, July, November)
- Total study time
- ~250–300 hours combined
- Pass rate (recent)
- ≈ 63–67% per administration
- Exam fee
- USD 925 standard (early / late windows vary)
Every LOS, every reading
LOS-mapped study notes for every CFP® reading with a candidate-reported difficulty band.
Real explanations
Question bank that tells you why the wrong answers are wrong, not just which one is right.
Pacing that respects time
Days-to-exam counter, weekly pace targets, and a Ready-to-Sit indicator backed by published MPS bands.
FAQ
About the CFP® program
Pricing
Simple plans for CFP®
Same source-cited content in every tier — pick how far you want the tools to take you. Try one full topic free per level before you commit.
Ready to start your CFP® prep?
Free to start. One full topic free per level — enough to judge whether our materials fit how you study.
Start Studying