Financial Planning Exam Practice

Browse Finance Prep financial-planning exam pages for FP Canada, CFP Board, The American College, CSI planning routes, and related advice credentials.

Use this page when the target is planning, advice, portfolio suitability, retirement income, or client-discovery practice rather than a pure product-licensing exam.

How our practice is built: Mastery Exam Prep uses original, blueprint-aligned questions, public samples from maintained practice banks where available, and clear labels for live practice pages, retired-exam guidance, and replacement guidance. Read the practice methodology.

Live financial-planning catalog

Live Exam Practice Catalog

Live exam pages currently available in IT Mastery, Finance Prep, and PM Mastery.

Finance Prep Financial PlanningUnited States

CFP

CFP Board CFP Certification Practice Test

CFPBOARD · Advisor · mcq

170 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited States

ChFC

ChFC Chartered Financial Consultant Practice Guide

AMERICANCOLLEGE · Advisor · mcq

60 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited Kingdom

R01

CII R01 Practice Test: Regulation and Ethics

CII · Advisor · mcq

867 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited Kingdom

R02

CII R02 Practice Test: Investment Principles and Risk

CII · Advisor · mcq

795 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited Kingdom

R03

CII R03 Practice Test: Personal Taxation

CII · Advisor · mcq

756 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited Kingdom

R04

CII R04 Practice Test: Pensions and Retirement Planning

CII · Advisor · mcq

798 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited Kingdom

R05

CII R05 Practice Test: Financial Protection

CII · Advisor · mcq

756 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited Kingdom

R06

CII R06 Vignette Practice: Financial Planning Practice Cases

CII · Advisor · vignette

1,036 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningCanada

CFP MCQ

FP Canada CFP MCQ Companion Practice Test

FPCANADA · Advisor · mcq

180 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningCanada

CFP Vignettes

FP Canada CFP Vignette Practice: Client Cases

FPCANADA · Advisor · vignette

24 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningCanada

QAFP

FP Canada QAFP Practice Test: Financial Planner

FPCANADA · Advisor · mcq

90 practice questions · quick review · study plan · free exam

Finance Prep Financial PlanningUnited States

RICP

RICP Retirement Income Professional Practice Guide

AMERICANCOLLEGE · Advisor · mcq

60 practice questions · quick review · study plan · free exam