Practical AFP Exam 1 study plan built around the current CSI competency weights and later-stage planning review priorities.
Use this study plan if you want AFP Exam 1 to feel like an applied-planning paper rather than a later rewrite of FP I or FP II. The heavier topics make the right priority clear: investment, retirement, tax, and estate planning deserve the deepest review.
| Priority block | Why it matters |
|---|---|
| Investment Planning, Retirement Planning | the heaviest topic pair |
| Tax Planning, Estate Planning | these often drive the better applied answer |
| Risk Management and Insurance, Asset and Liability Management | important supporting planning blocks |
| Conduct and client relationship | still necessary, but not the center of gravity |
| Week | Focus | Goal |
|---|---|---|
| 1 | Investment Planning | stabilise the first major topic |
| 2 | Retirement Planning, Tax Planning | lock the biggest integrated planning pair |
| 3 | Estate Planning, Risk Management and Insurance | add transfer and protection logic |
| 4 | Asset and Liability Management, conduct, relationship, mixed review | finish with applied integration |
Tag misses like this:
Use the last week to revisit investment, retirement, tax, and estate first, then clean up repeated topic-confusion misses.