AFP Exam 2 Study Plan — Retirement-Led Applied Planning and Review Strategy
April 21, 2026
Practical AFP Exam 2 study plan built around the current CSI competency weights and later-stage applied-planning review priorities.
On this page
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.
Before you start
confirm that you are actually at the AFP Exam 2 stage rather than still needing AFP Exam 1 reinforcement
confirm the live CSI AFP course and candidate-guideline wording
decide how you will tag misses by domain and by case-integration failure
Weight-aware build order
Priority block
Why it matters
Retirement Planning
this is the heaviest domain
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
30-day plan
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
How to review misses well
Tag misses like this:
wrong domain classification
right domain, wrong sequence or trade-off
right concept, wrong integrated case judgment
conduct or relationship miss inside a larger planning answer
Final 7-day plan
Use the last week to revisit retirement first, then the supporting investment and tax blocks, then the repeated case-integration misses only.