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| Theoretical Type - First day (Saturday) |
| Time |
Exam Subject |
No. of
Exam’s
Questions |
First class:
3:00 pm
~ 5:00 pm |
Principle of Financial Planning |
20 |
| Ethical & Regulatory Considerations for Financial Planners |
8 |
| Risk Management & Insurance Planning |
27 |
| Investment Planning |
30 |
| Real Estate Planning |
5 |
Second class:
5:30 pm
~ 7:30 pm |
Real Estate Planning |
15 |
| Retirement Planning |
26 |
| Tax Planning |
24 |
| Estate Planning |
25 |
| No. of Theoretical Type’s Questions |
180 |
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| Practical Type - Second day (Sunday) |
| Time |
Exam Subject |
No. of
Exam’s
Questions |
Third class:
10:00 am
~ 12:00 am |
Single Scenario Case |
30 |
Third class:
10:00 am
~ 12:00 am |
Complex Scenario Case |
10 |
Fourth class:
12:40 pm
~ 3:10 pm |
Single Scenario Case |
20 |
Fourth class:
12:40 pm
~ 3:10 pm |
Complex Scenario Case |
20 |
| No. of Practical Type’s Questions |
80 |
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| No. of CFP Certification Exam’s Questions |
260 |
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- The exam composition can be changed conditional to FPSB Korea’s examination subcommittee.
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- Scoring standard:
1 point per question in theoretical-type exams (180 points)
+ 2 points per question in practical-type exams (160 points)
= a total of 340 points
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| Total completion |
| 1. Total completion standard |
- When scoring more than 70/100 on average in both the theoretical-type and practical-type exams, you need to score more than 40/100 per subject, except for the code of ethics on the first day in the case of the theoretical-type exam. In the case of the practical-type exam on the second day, you need to score more than 40/100 per subject.
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| 2. Effective period of total completion |
- The effective period for total completion in the CFP certification exam is 5 years. CFP certification should be obtained during the effective period; if the effective period matures, you will need to retake the CFP certification exam.
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| Partial completion |
| 1. Partial completion standard |
- The standard for partial completion in the theoretical-type of exam on the first day
- When scoring more than 70/100 on average for the entire theoretical-type exam, you will have to score more than 40/100 per subject.
- The standard for partial completion in the practical-type exam on the second day
- When scoring more than 70/100 on average for the entire practical-type exam.
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| 2. Effective period of partial completion |
- A partial completion result is effective until the end of 2 consecutive CFP certification examination periods from the date of partial completion. For partial completion per exam type, only a notice of passing the exam is sent, not the actual score.
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| Currently, the CFP certification exam is administered in Seoul only. |
| For a guide to the examination site, you can check the information after logging in at FPSB Korea’s website during the exam application period. |
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CFP Certification Exam : Schedule
CFP Certification Exam : Composition
CFP Certification Exam : Qualification
CFP Certification Exam : Application and Confirmation
CFP Certification Exam : Cancellation and Refund
CFP Certification Exam : Results
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