CBI study plan
CBI · Give each week a clear focus.
8 weeks · About 7 hours per week
Education & Ethics
Map the full Education domain outline into a one-page concept tree covering adult learning principles, instructional design models, needs assessment, learning objectives, delivery methods, and evaluation levels
Define and correctly distinguish at least 15 core Education terms (e.g., needs assessment, formative vs summative evaluation, cognitive load, transfer of learning, Bloom's revised taxonomy) in your own words
Draft a personal ethics baseline: list the values, stakeholders, and conflicts of interest most likely to arise in a training or certification context
Identify three realistic ethical dilemmas in education settings and write a 100-word analysis of each showing competing obligations
Your checkpoint
A one-page Education concept tree plus a 15-term glossary and three written dilemma analyses, self-scored against the source outline
Education
Compare at least four instructional design models (ADDIE, backward design, rapid prototyping, action mapping) on use case, strengths, and failure modes
Build a table linking each level of the Kirkpatrick evaluation framework to a concrete data source and metric
Explain how learning objectives should be written (observable verb, condition, criterion) and rewrite five weak objectives to meet that standard
Analyze how learner characteristics (prior knowledge, motivation, accessibility needs) change design decisions in two contrasting scenarios
Your checkpoint
A design-model comparison table and a rewritten set of five measurable learning objectives with rationale for each change
Ethics
Build a decision procedure for the most testable ethical frameworks (consequentialist, deontological, virtue, justice-based) and apply each to the same scenario to show how conclusions diverge
Distinguish among the main forms of misconduct in professional settings: fabrication, falsification, plagiarism, misrepresentation, and conflict-of-interest failures
Write a short protocol for responding to an observed ethical violation, including documentation, escalation, and confidentiality steps
Explain informed consent, confidentiality, and data-handling duties as they apply to assessment and training records
Your checkpoint
A one-page ethics decision flowchart plus a four-scenario application sheet where each scenario is analyzed through two frameworks
Education & Ethics
Complete a timed 40-question mixed set drawn from Education and Ethics and log every miss by error type (knowledge gap, misread, framework confusion, guessing)
Re-teach yourself the three weakest Education subtopics using only your own notes, then verify recall with a closed-book brain dump
Re-teach yourself the three weakest Ethics subtopics the same way and identify any rule you can state but not apply
Write a one-paragraph rule for each recurring trap you found (e.g., confusing evaluation levels, choosing the most absolute ethical answer)
Your checkpoint
An error log with 40 categorized entries, three self-written remediation summaries, and a trap list of at least six recurring mistakes
Professionalism
Map the Professionalism domain into its components: scope of practice, competence boundaries, supervision, continuing education, recordkeeping, and professional communication
Define the boundary between advising within competence and referring out, and write three example statements that correctly make that referral
Draft a continuing-education and self-assessment plan that identifies gaps and specifies how competence is maintained over time
Identify the documentation standards a professional should meet and produce a model record entry that satisfies them
Your checkpoint
A Professionalism concept map plus three written referral statements and one model documentation entry
Business Brokerage Practice
Build a vocabulary list of at least 20 business brokerage terms (listing agreement, valuation multiples, seller's discretionary earnings, due diligence, letter of intent, escrow, earnout, confidentiality agreement) with a one-line plain-language definition each
Trace the sequence of a brokerage engagement from initial consultation through listing, marketing, buyer qualification, negotiation, due diligence, and closing, noting the professional duty at each stage
Explain how confidentiality, dual agency or representation conflicts, and disclosure obligations interact during a transaction
Work through two valuation scenarios and justify the chosen method and the assumptions that drive the number
Your checkpoint
A 20-term brokerage glossary plus a staged transaction timeline annotated with duties and two written valuation justifications
Professionalism & Business Brokerage Practice
Complete a timed 50-question mixed set covering Professionalism and Business Brokerage Practice and categorize every error
Practice applying ethics and professionalism rules to brokerage scenarios, since the domains overlap most heavily in client representation and disclosure
Write concise, professional client-facing communications for three difficult situations (a valuation disagreement, a disclosure obligation, a withdrawn offer)
Rehearse explaining a valuation or engagement term aloud in under 60 seconds as if to a client
Your checkpoint
A 50-entry error log, three polished client communication drafts, and a recorded or written 60-second plain-language explanation of two key terms
Education & Ethics & Professionalism & Business Brokerage Practice
Take two full-length timed practice exams under test-day conditions and record section-level scores for all four domains
Review only the highest-frequency missed items and confirm each is now answerable with a stated reason, not recognition
Recite from memory the key frameworks for each domain (evaluation levels, ethics decision steps, competence boundaries, transaction stages)
Finalize a one-page pre-exam sheet of formulas, definitions, and trap reminders, then verify you can reconstruct it from memory
Your checkpoint
Two scored full-length practice exams with a comparison summary and a from-memory reconstruction of the one-page pre-exam sheet
Milestones
Week 2: Can explain Education concepts such as needs assessment, objective writing, and evaluation levels without notes, and score at least 70% on a 25-question Education-only set
Week 4: Error log shows fewer than 15 unresolved items across Education and Ethics, and you can state the correct reasoning for every previously missed question type
Week 6: Can define 20 brokerage terms and describe the full transaction sequence with the professional duty at each stage, scoring at least 65% on a 25-question Professionalism and Brokerage set
Week 7: Combined practice scores across all four domains average at least 75%, with no single domain below 65%
Week 8: Both full-length practice exams score at least 80% overall with no domain below 70%, and the pre-exam sheet is reconstructed from memory with no more than two gaps