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CBI study plan

CBI · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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