| Time | Friday | Saturday | Sunday |
|---|---|---|---|
| 9:30am |
Financial Planning Process General Principles Retirement Planning |
Risk Management |
Estate Planning Family Law |
| 10:20am |
BREAK | BREAK | BREAK |
| 10:30am |
Financial Planning Process General Principles Retirement Planning |
Risk Management |
Estate Planning Family Law |
| 12:30pm |
LUNCH | LUNCH | LUNCH |
| 1:15pm |
Financial Planning Process General Principles Retirement Planning |
Risk Management | Income Tax Planning |
| 2:20pm |
BREAK | BREAK | BREAK |
| 2:30pm |
Investment Planning | Small Business Checklist | Income Tax Planning |
| 3:20pm |
BREAK | BREAK | BREAK |
| 3:30pm |
Investment Planning | Small Business Checklist | Income Tax Planning |
| Exam Topic | Weighting % |
|---|---|
| Financial Planning Process | 8 |
| General Principles | 12 |
| Risk Management | 12 |
| Estate Planning | 12 |
| Family Law | 2 |
| Retirement Planning | 15 |
| Income Tax Planning | 14 |
| Investment Planning | 19 |
| Small Business Checklist | 6 |
The CFP™ Examination 3 Day Review will be held November 5, 6 and 7, 2004 from 9:30am - 4:30pm.
University of Toronto, St. George Campus.
Candidates are expected to be familiar with the topics outlined in the CFP Examination Syllabus and are qualified to write the exam, either by completing an FPSC-Accredited Education Program or through the FPSC-Approved Prior Credentials policy, prior to attending.
You will need a calculator, pencils, pens, and a note pad.