Tax Law Changes Impact on CFP® Exam

By Rebekah Horsting posted 05-22-2018 09:31


The July 2018 CFP® exam will be the last exam to test on the 2017 tax laws. And some candidates are already looking ahead to the November exam and how the 2018 federal tax laws will impact that test. Here are some recommendations for candidates who want to be up to date on the impact of recent tax regulation changes:

  • Reach out to your CFP Board Registered Program for guidance on when the new tax laws will be incorporated into their curriculum.
  • Ask your test prep/review course provider if they have available materials that will address the recent tax law changes.
  • Conduct your own research to identify information related to the new tax rates, deductions, exemptions, limits, phase-outs, and credits. Information is available through multiple online resources.
  • CFP Board will release the update to the tax tables for 2018 when registration opens for the November 2018 exam on July 18, 2018.