Use this sheet for quick recall when the main planning workflow is already familiar. Pair it with the Exam Guide, the Study Plan, the FAQ, the official resources, and QAFP practice on Finance Prep.
QAFP in one sentence
QAFP tests whether you can choose a practical planning recommendation that still works after cash flow, debt, investments, insurance, tax, retirement, estate, and implementation effects are considered together.
Quick facts
Reference format: up to 90 stand-alone and case-based multiple-choice questions
Reference time: 3 hours
Main lens: choose the recommendation that improves the plan as a whole
Under-pressure instinct: identify the client objective first, then test the cross-domain consequence
Domain weight map
Domain
Weight
What to remember
Financial Management
17
Cash flow, debt, savings, and liquidity shape every later recommendation.
Fundamental Financial Planning Practices
16
Discovery, assumptions, recommendation framing, implementation, and review discipline.
Investment Planning
16
Recommendation fit depends on goals, risk, tax, account type, liquidity, and time horizon together.
Retirement Planning
14
Contribution, income source, withdrawal, tax, and sequencing assumptions matter more than one formula.
Insurance and Risk Management
13
Risk exposure, need, affordability, ownership, and beneficiary structure control product fit.
Tax Planning
12
The best answer considers after-tax effect, not just the biggest deduction or credit.
Estate Planning and Law
12
Estate questions still depend on liquidity, tax, beneficiary structure, authority, and legal follow-up.
Fast recommendation triage
If the fact pattern starts with…
Check this next
Cash-flow pressure or debt strain
Whether the recommendation is affordable before optimizing anything else.
Investment dissatisfaction
Whether the real issue is goals, timeline, risk tolerance, tax drag, behaviour, or liquidity.
Retirement concern
Whether the problem is savings rate, contributions, income source, drawdown timing, or product fit.
Insurance question
Whether the gap is protection need, ownership, beneficiary structure, affordability, or overlap.
Estate concern
Whether liquidity, taxes, beneficiary design, incapacity authority, and legal structure are aligned.
Tax-saving idea
Whether the tax benefit creates another planning problem.