Practical AFP Exam 2 study plan built around the current CSI competency weights and later-stage applied-planning review priorities.
Use this study plan if you want AFP Exam 2 to feel like later-stage applied planning instead of a repeat of earlier course work. Retirement planning is the clearest center of gravity, but it still has to coordinate with investment, tax, estate, and household balance-sheet decisions.
| Priority block | Why it matters |
|---|---|
| Retirement Planning | this is the heaviest topic |
| Investment Planning, Tax Planning | core supporting pair for case decisions |
| Asset and Liability Management, Risk Management and Insurance | important integration blocks |
| Conduct and client relationship | supporting but still testable inside applied cases |
| Week | Focus | Goal |
|---|---|---|
| 1 | Retirement Planning | stabilise the center of gravity first |
| 2 | Investment Planning, Tax Planning | lock the main supporting pair |
| 3 | Asset and Liability Management, Risk Management and Insurance | finish the balance-sheet and protection side |
| 4 | Estate, conduct, relationship, mixed review | finish with full integrated case cleanup |
Tag misses like this:
Use the last week to revisit retirement first, then the supporting investment and tax blocks, then the repeated case-integration misses only.