Free CFP Certified Financial Planner video lessons mapped to finance & accounting resources. Watch mapped videos, then move into the matching free practice questions, study guides, glossary terms, and comparison resources.
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What CFP Certified Financial Planner exam prep videos are available?
This page collects 20 free CFP Certified Financial Planner exam prep videos connected to CFP Certified Financial Planner. Videos are mapped through OpenExamPrep's exam taxonomy so the page can include exact exam videos and closely related national or family resources when useful.
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Watch the video that matches your weakest topic first, then open the linked practice questions, study guide, flashcards, or source article. The videos are designed to route you into active review rather than replace practice.
Why do some CFP Certified Financial Planner videos come from related exams?
Each video on this page is mapped directly to CFP Certified Financial Planner or to a source resource that references this exam ID.
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Yes. The videos and the matching OpenExamPrep resources are free, including practice questions, study guides, flashcards, glossary resources, and comparison pages where available.
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Complete guide to all CFP Board-approved calculators for 2026. Side-by-side comparison of TI BA II Plus, HP 12C, HP 10bII+ & more — with pricing, setup tips, and exam day checklist.
CFP exam pass rate is 65-67% overall in 2026, 70-72% for first-time takers. See historical trends (2019-2025), pass rates by window, and CPA/CFA comparison.
Discover exactly how long to study for the CFP exam in 2026. Get a free domain-by-domain hour breakdown, study schedule templates for full-time and part-time candidates, education and experience requirements, and proven...
Proven strategies to pass the CFP exam on your first attempt in 2026. Learn the exam format (170 questions, 6 hours), domain weights, case study approach, top study tips, common mistakes to avoid, and free exam day stra...
Complete 2026 financial advisor salary guide with data by state, experience level, firm type, and compensation model. Learn how to maximize your earnings with the right credentials and career path.
Complete free CFP exam prep guide for 2026. Covers exam format, CFP Board requirements, 8 principal knowledge domains, and free practice questions to pass your CFP certification.
An annuity is an insurance contract that provides a stream of income payments, typically for retirement, in exchange for an initial lump sum or series of payments.
Asset allocation is an investment strategy that divides a portfolio among different asset classes (stocks, bonds, cash) based on an investor's goals, risk tolerance, and time horizon to optimize risk-adjusted returns.
Beta is a measure of a security's volatility relative to the overall market, where a beta of 1.0 means the security moves with the market, above 1.0 means more volatile, and below 1.0 means less volatile.
Capital gains tax is a tax on the profit from selling investments or assets. Short-term gains (assets held less than 1 year) are taxed as ordinary income; long-term gains (held more than 1 year) receive preferential rat...
Compound interest is interest calculated on both the initial principal and the accumulated interest from previous periods, causing wealth to grow exponentially over time.
Diversification is an investment strategy that spreads investments across various assets, sectors, or geographic regions to reduce risk without necessarily sacrificing returns.
Dollar-cost averaging is an investment strategy of investing a fixed dollar amount at regular intervals regardless of price, reducing the impact of volatility over time.
The federal estate tax is a tax on the transfer of property at death, applying to estates exceeding the exemption amount ($13.99M in 2025, $15M in 2026) at rates up to 40%.
An executor (personal representative) is a person named in a will to manage a deceased person's estate, including gathering assets, paying debts, and distributing property to beneficiaries.
The fiduciary standard is the highest legal standard of care in financial services, requiring advisers to act in their clients' BEST interest at all times, not merely recommend "suitable" investments. It applies to Regi...
Gift tax is a federal tax on transferring assets to another person while alive, with an annual exclusion of $18,000 per recipient in 2024 ($36,000 for married couples splitting gifts). The lifetime exemption of $13.61 m...
A Roth IRA is a retirement account funded with after-tax dollars that grows tax-free and allows tax-free withdrawals in retirement, with no required minimum distributions.
Tax-deferred means investment growth is not taxed until funds are withdrawn, typically in retirement. Traditional IRAs, 401(k)s, 403(b)s, and annuities offer tax-deferred growth, with contributions often being pre-tax a...
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