Long-form courses on the corners of personal finance that resist a quick answer: estate planning, taxes, retirement. Written to be read start to finish, no background assumed.
Start with no background and leave able to read an estate-planning service menu, tell a will from a trust, and understand why this domain resists a single tidy model. The high-level map before the deep dives.
The CFP body of knowledge is eight domains. Reading a lesson lifts its objectives to seen; passing a tutor session lifts them higher. This is the whole map. One domain is built, the other seven are charted and waiting.
The CFP Code & Standards, fiduciary duty, and the regulatory landscape.
The planning process, statements, cash flow, and financial-counseling fundamentals.
Identifying and transferring risk: life, health, disability, LTC, P&C, annuities.
Markets, risk and return, portfolio construction, and asset management.
The income-tax system and the strategies that reduce lifetime tax.
Accumulating for and drawing income through retirement, plus Social Security.
Transferring wealth and authority at incapacity and death: documents, probate, trusts, and the transfer-tax system.
Client behavior, biases, money scripts, and counseling.