A practical WME-FP Exam 1 study plan you can follow: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to official topic weightings and a repeatable syllabus → practice loop.
WME-FP Exam 1 prep works best as recognition training: learn the language, know the process sequence, and keep the “small math” automatic.
Because it’s 60 questions in 90 minutes, speed matters: practice at exam pace early.
If you’re preparing for the case-based integrated exam, use WME-FP Exam 2 instead.
| Week | Focus | What to do |
|---|---|---|
| 1 | Client discovery + financial situation | Drill KYC language, financial statements, TVM basics; start formula pack. |
| 2 | Investment management + allocation | Portfolio process, IPS essentials, diversification, rebalancing; daily short drills. |
| 3 | Equity + debt securities | Equity basics + bond/yield curve intuition; learn core definitions and common traps. |
| 4 | Managed products + monitoring | Mutual funds/ETFs/wraps + fees/taxes basics; full-length timed sets and miss-log review. |
| Weeks | Focus |
|---|---|
| 1–2 | Client discovery + financial situation (Ch. 1–5) |
| 3–4 | Investment management + allocation (Ch. 17–19) |
| 5–6 | Equity + debt (Ch. 20–22) |
| 7–8 | Managed products + monitoring (Ch. 23–24) + mixed sets |
One chapter per week + one drill per week. Keep a miss log and revisit weak topics every 48–72 hours. Use the last 2–3 weeks for mixed sets and speed building.
✅ Next: open the Syllabus and begin Topic 1.