Is the CMFAS exam study plan free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for financial advisors

CMFAS exam study plan with every task dated from the day you start

Six weeks to an exam module: register, study by chapter, mock papers, the day.

4 sections
15 tasks
Opens as a list
Dated from day 1

CMFAS: [module]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Register

Register for the exam and note the dateDay 1High
Get the study guide and past papersDay 2
Block the study hour in the calendarDay 2The same hour every day; mornings hold better.

Study

Study blockEvery workday 7:00One chapter per session. Note the questions you got wrong.
Chapters 1-3 doneDay 8
Chapters 4-6 doneDay 15
Chapters 7-9 doneDay 22
Remaining chapters doneDay 29
Revise the chapters you scored lowest onDay 33

Mock papers

Mock paper 1, timedDay 31
Mock paper 2, timedDay 37
Review every wrong answerDay 38

Exam

Confirm the venue, time and what to bringDay 41
Exam dayDay 43, 9:00Urgent
Record the result and update your licence recordDay 46

About this template

Passing a CMFAS module is a study plan with a date on it. This project is six weeks for one module: registration, a chapter a day, two mock papers, and the logistics of the exam morning. Copy it per module.

Tips from the template

Rename the project to the module (for example M9 or HI).
Set the exam date first and the study tasks are already spaced.
Do the mock papers under exam conditions.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find CMFAS exam prep and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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