Selected Facts and Figures

Keir Educational Resources compiled the following selected facts and figures for the CFP® Certification Examination to assist you with your preparation for this comprehensive exam.

Please note the following disclaimers:

1. This list is not intended to be an all-inclusive listing of facts and figures tested on the CFP® Certification Examination.
   
   
2. Very few of the figures included in this list will be provided in your actual CFP® Certification Examination booklet. Only the items underlined will be provided. For example, the first item on the next page under Personal Exemption has the personal exemption amount and the AGI threshold amounts underlined. Thus, you will not need to memorize these figures. However, you will need to memorize how the phaseout applies (phaseout is 1/3rd of 2% for every $2,500 or fraction thereof that AGI exceeds the thresholds). Likewise, you will need to memorize all the other items that are not underlined.
   
   
3. If you need assistance preparing for the exam or if you have a question about our materials, please contact Customer Service at 800-795-5347 or send us an email message at . We will have an instructor return your call or email typically within one business day.
   
   

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