The Aug 18 – Oct 20 plan, day by day. Each day carries its own topics and objectives out of CFP-Study-Plan-2026 — log what you actually did and the plan's own targets tell you whether you're on pace. Saves on this device first and syncs to your others, so it works offline too.
| Domain | Weight | Book | Where it lives in this plan |
|---|---|---|---|
| Retirement Savings & Income Planning | 18% | 515 | 5 content days + the Sep 22–25 Retirement × Tax block |
| Investment Planning | 17% | 513 | 4 content days + the Sep 28–30 Investment × Estate block |
| General Principles of Financial Planning | 15% | 511 | 3 content days + TVM, education funding, Oct 5 case |
| Tax Planning | 14% | 514 | 4 content days, then integrated across all of Phase 2 |
| Risk Management & Insurance Planning | 11% | 512 | 3 content days + Oct 1 and Oct 7 integration |
| Estate Planning | 10% | 516 | 3 content days + the Sep 28–30 Investment × Estate block |
| Professional Conduct & Regulation | 8% | 511 | 1 content day + Oct 2, plus the Roadmap digest |
| Psychology of Financial Planning | 7% | 511 | 1 content day + Oct 5 scenario work and case |
| Weekday — 5 hours | What you do |
|---|---|
| 0:00 – 0:15 | Formula sheet + annual limits. Every single day, no exceptions. |
| 0:15 – 1:30 | Topic block A — the first one or two topics listed for today. KB study guide plus the matching Kaplan slides. |
| 1:30 – 1:40 | Break. Actually take it. |
| 1:40 – 2:55 | Topic block B — the rest of today's topics. |
| 2:55 – 3:05 | Break. |
| 3:05 – 4:20 | 50 practice questions on today's topics. From Phase 2 on, timed at 90 seconds each. |
| 4:20 – 5:00 | Review every miss. Write the actual cause — not "careless." The real reason. |
Saturday, 6 hrs: 100 questions plus consolidation — no new topics. Sunday, 4 hrs: the deliberately lighter day, 80 questions and a sweep of the week's misses. Mock days replace the shape entirely at 7 hours.
Standing dailies, on top of the shape: 10 math questions, 15 min on the CFP Standards, 15 min on annual limits, 15 min on mnemonics — 45 minutes plus the maths, every day. The limits block absorbs the plan's own 0:00–0:15 habit; the 10 math questions are extra and don't count toward the day's question target.
All 54 modules across the six books, and the days each is covered — read straight off the plan's own module refs. Nothing is orphaned.
Every day, topic, objective and target on this page comes from CFP-Study-Plan-2026.docx (revised August 18, 2026) in advising/cfp-study/ — 64 days, 310 hours, 3,750 questions, which is exactly what the day table sums to. The plan ends Tue Oct 20; exam-facts.md cites a CFP Board testing window of October 29 – November 5 and the seat date is not yet confirmed, so the countdown runs to the end of the plan, not to an assumed exam day.