Study plan for FP Canada CFP vignette practice, focused on case triage, issue hierarchy, and integrated recommendation logic.
Use this plan with the CFP Vignette Practice Guide, the Cheat Sheet, the FAQ, the Resources, and CFP vignette practice on Finance Prep.
objective, constraint, recommendation, and cross-domain effect.| Week | Focus | What to do |
|---|---|---|
| 1 | Client-file triage | Read vignettes slowly and identify the main issue before looking at answer choices. |
| 2 | Domain integration | Pair financial management with tax, investments with retirement, and insurance with estate planning. |
| 3 | Recommendation quality | Practise choosing the answer that solves the whole file, not the answer that only fixes one fact. |
| 4 | Timed review | Run timed vignette sets, then rewrite misses as planning chains. |
| If you keep missing… | Add this review |
|---|---|
| main issue spotting | fundamental planning practices and client discovery |
| affordability and debt questions | financial management |
| portfolio fit questions | investment planning plus tax and retirement |
| protection gaps | insurance plus estate liquidity |
| beneficiary or will issues | estate planning plus tax |
Vignette practice is strongest after the core domains are familiar. If every case feels unfamiliar, return to the CFP MCQ Guide and rebuild domain-level confidence before adding more case complexity.