Key Elements Learning Objectives

For Education Partners


Key Elements Learning Objectives


The goal of the Key Elements publication is to highlight key elements related to the final provisions of the Tax Cuts and Jobs Act of 2017. The document addresses the potential impact of tax reform, financial planning considerations, and related learning objectives that result from changes in regulation.

CFP Board developed the document to serve as a resource for CFP Board Registered Education Programs and CFP® examination candidates to highlight the key elements of the Tax Cuts and Jobs Act of 2017 that are critical to the CFP® examination. Please note that the document is not an all-inclusive list. The development group excluded multiple elements of the tax reform bill considered outside the scope of the CFP® exam.

The CFP® certification examination tests a candidate’s ability to apply and integrate knowledge from all of CFP Board’s specified content areas. Questions may focus on discrete content areas or may require application, integration, synthesis, or evaluation across several content areas. The exam is comprised of questions distributed across the eight Principal Topics categories, based upon the targeted percentage allocations for each topic.

Download the CFP Board Key Elements | Tax Cuts & Jobs Act 2017 Learning Objectives (PDF)

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