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Score Breakdown
A. Professional Conduct and Regulation
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A.1 CFP Board's Code of Ethics and Standards of Conduct
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A.2 CFP Board's Procedural Rules
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A.3 Function, purpose, and general structure of financial institutions
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A.4 Financial services regulations and requirements
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A.5 Consumer protection laws
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A.6 Fiduciary standard and application
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B. General Principles of Financial Planning
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B.7 Financial planning process
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B.8 Financial statements
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B.9 Cash flow management
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B.10 Financing strategies and debt management
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B.11 Economic concepts
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B.12 Time value of money concepts and calculations
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B.13 Education needs analysis
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B.14 Education savings vehicles
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B.15 Education funding
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B.16 Gift / income tax strategies
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C. Risk Management and Insurance Planning
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C.17 Principles of risk and insurance
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C.18 Analysis and evaluation of risk exposure
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C.19 Health insurance and health care cost management
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C.20 Disability income insurance
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C.21 Long-term care insurance and long-term case planning
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C.22 Qualified and Non-qualified Annuities
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C.23 Life insurance
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C.24 Business owner insurance solutions
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C.25 Insurance needs analysis
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C.26 Insurance policy and company selection
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D. Investment Planning
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D.27 Characteristics, uses and taxation of investment vehicles
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D.28 Types of investment risk
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D.29 Market cycles
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D.30 Quantitative investment concepts and measures of investment returns
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D.31 Asset allocation and portfolio diversification
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D.32 Bond and stock valuation concepts
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D.33 Portfolio development and analysis
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D.34 Investment strategies
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D.35 Alternative investments and liquidity risk
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E. Tax Planning
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E.36 Fundamental and current tax law
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E.37 Income tax fundamentals and calculations
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E.38 Characteristics and income taxation of business entities
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E.39 Income taxation of trusts and estates
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E.40 Tax reduction/management techniques
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E.41 Tax consequences of property transactions
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E.42 Tax implications of special circumstances
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E.43 Charitable/philanthropic contributions and deductions
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F. Retirement Savings and Income Planning
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F.44 Retirement needs analysis
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F.45 Social Security and Medicare planning
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F.46 Eldercare and special needs planning
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F.47 Types of retirement plans
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F.48 Qualified plan rules and options
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F.49 Non-qualified plan rules and options
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F.50 Key factors affecting plan selection for businesses
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F.51 Distribution rules and taxation
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F.52 Retirement income and distribution strategies
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F.53 Business succession planning
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G. Estate Planning
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G.54 Property titling and beneficiary designations
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G.55 Strategies to transfer property
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G.56 Estate and incapacity planning documents
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G.57 Gift, estate, and GST tax compliance and calculation
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G.58 Sources for estate liquidity
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G.59 Types, features, and taxation of trusts
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G.60 Marital deductions
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G.61 Intra-family and other business transfer techniques
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G.62 Postmortem estate planning techniques
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G.63 Planning for divorce, unmarried couples and other special circumstances
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G.64 Planning for special needs and circumstances
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H. Psychology of Financial Planning
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H.65 Client and planner attitudes, values, biases
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H.66 Behavioral finance
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H.67 Sources of money conflict
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H.68 Principles of counseling
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H.69 General principles of effective communication
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H.70 Crisis events with severe consequences
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