AFSP study plan
AFSP · Give each week a clear focus.
8 weeks · About 6 hours per week
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
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
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
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
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
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
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
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