AFSP study materials
AFSP study resources

AFSP study plan

AFSP · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Continuing education (general)

  • Map the Domain 1 blueprint into a one-page outline of continuing-education subtopics and weightings

  • List the CE compliance requirements (recordkeeping, reporting, deadlines) and rate your current confidence 1-5 on each

  • Define a weekly study cadence with fixed blocks on the calendar

  • Build a running glossary of Domain 1 terms you cannot yet define from memory

Your checkpoint

A one-page Domain 1 topic map plus a baseline confidence scorecard for all Domain 1 subtopics

Week 2

Continuing education (general)

  • Explain the purpose and structure of continuing education for financial professionals in your own words

  • Differentiate the categories of CE credit and classify 10 sample activities into the correct category

  • Draft a personal CE tracking log template with columns for date, provider, hours, category, and proof of completion

  • Identify three common CE recordkeeping pitfalls and write a one-line mitigation for each

Your checkpoint

A completed CE tracking log template plus 10 classified sample activities with justifications

Week 3

Continuing education (general)

  • Walk through a renewal cycle end to end and sequence the steps in the correct order

  • Solve 15 practice scenarios on CE deadlines, carryover, and shortfalls, recording your reasoning for each

  • Summarize the consequences of non-compliance and how they are typically remediated

  • Self-quiz Domain 1 subtopics from memory and log every miss

Your checkpoint

A scored 15-question Domain 1 scenario set with a written explanation for each wrong answer

Week 4

Continuing education (general)

  • Re-study every Domain 1 subtopic flagged as weak in weeks 1-3

  • Teach two Domain 1 concepts aloud in under three minutes each without notes

  • Complete a timed 20-question Domain 1 set at 80% or better

  • Update the confidence scorecard and compare against the week 1 baseline

Your checkpoint

A timed Domain 1 assessment score of 80%+ with an updated confidence scorecard

Week 5

Federal tax law refresher course with test

  • Outline the federal tax law refresher blueprint into its major subtopics and weightings

  • Build a formula sheet for gross income, adjustments, deductions, and taxable income

  • Work 10 computational problems covering filing status and standard versus itemized deductions

  • Write a one-page summary of current-year tax figures you must memorize

Your checkpoint

A one-page tax formula and key-figures reference sheet validated against 10 solved problems

Week 6

Federal tax law refresher course with test

  • Trace a taxpayer fact pattern from gross income through to tax liability, showing each step

  • Compare and contrast capital gains treatment, retirement distributions, and education-related provisions in a table

  • Solve 15 practice problems on credits, deductions, and phase-outs with written reasoning

  • List the five most error-prone tax computations and note the correct treatment for each

Your checkpoint

A completed taxpayer case walkthrough plus a 15-question problem set with explanations

Week 7

Federal tax law refresher course with test & Continuing education (general)

  • Complete a timed 25-question mixed set weighted toward federal tax law

  • Re-drill every Domain 2 subtopic missed in weeks 5-6

  • Re-drill Domain 1 items missed in week 4 to keep retention

  • Identify and correct your three most frequent error patterns across both domains

Your checkpoint

A mixed timed set scored at 80%+ with a written error-pattern log

Week 8

Federal tax law refresher course with test & Continuing education (general)

  • Take two full-length timed practice exams under test-day conditions

  • Review every missed item and classify each error as knowledge gap, misread, or calculation slip

  • Re-teach the three weakest subtopics across both domains from memory

  • Finalize a one-page pre-exam cheat sheet limited to high-yield facts

Your checkpoint

Two full-length practice exams scored at 80%+ with a final one-page high-yield cheat sheet

Milestones

Week 2: Domain 1 topic map complete and a CE tracking log template drafted with 10 classified sample activities

Week 4: Timed 20-question Domain 1 set scored at 80% or better with all misses explained in writing

Week 6: Tax formula and key-figures sheet complete and a 15-question Domain 2 set solved with explanations

Week 8: Two full-length timed practice exams scored at 80% or better with a finalized one-page cheat sheet