Exam Prep Resources
Tax Tables and Formulas
Tax table and formula materials are provided below to help you prepare for the CFP® exam.
The tax tables provided for use during the CFP® exam are available for download.
| Exam Window | Tax Rates, Tables, & Law Tested |
| July 2023 | 2023 |
| November 2023 | 2023 |
| March 2024 | 2023 |
These formulas are available to candidates when taking the CFP® exam.