Study guide

CFRE study guide

Read a lesson, then practice the ideas you want to remember.

Lessons

  1. Cross-Domain Situational Judgment & Complex
  2. Exam-Day Pacing Strategy, Testing Architectu
  3. Data Hygiene, Address Standardization & RFM
  4. Donor Database & CRM Architecture: Biographi
  5. Predictive Analytics, Propensity Modeling &
  6. Research Ethics, Apra Ethics Guidance, Donor
  7. Prospect Identification, Primary/Secondary R
  8. Prospect Qualification, Discovery Visits & R
  9. Wealth Screening Indicators, Real Estate Val
  10. The Donor Bill of Rights, Fiduciary Stewards
  11. Fiduciary Duty to Honor Donor Intent, Frustr
  12. Regulatory Transparency, Form 990 Oversight
  13. The AFP Code of Ethical Standards, Core Prin
  14. Absolute Prohibition of Percentage-Based Com
  15. Identifying, Disclosing, and Managing Confli
  16. About the CFRE Exam: Eligibility, Format & S
  17. Study Strategy, Test Navigation & Core Termi
  18. Departmental Budget Construction, Operationa
  19. Fundraising Efficiency Metrics: CRD, ROI & B
  20. Internal Financial Controls, Gift Processing
  21. Ethical Culture, Cross-Functional Collaborat
  22. Performance Metrics, Moves Management Scorec
  23. Development Staff Recruitment, Retention, Co
  24. Environmental Scanning, PESTLE Analysis & Gi
  25. The Comprehensive Fundraising Audit & Operat
  26. Strategic Fundraising Planning & Institution
  27. Donor-Centered Engagement, Personas, Advisor
  28. Personalized Multi-Channel Touchpoints, Impa
  29. Calculating Donor Retention, LYBUNT/SYBUNT R
  30. Active Listening, Strategic Inquiry & Overco
  31. Cross-Departmental Cultivation & Leadership
  32. Systematic Cultivation Planning & Customized
  33. Endowment Stewardship Reporting, Fund Perfor
  34. Gift Acknowledgment Standards, IRS Substanti
  35. Donor Recognition Programs, Giving Societies
  36. Comprehensive Stewardship Planning, Institut
  37. Annual Giving Programs, Direct Response & Ac
  38. Developing the Case for Support & Case State
  39. Digital Fundraising, Recurring Giving & Mult
  40. Special Events Strategy, Quid Pro Quo & Comm
  41. Capital Campaigns: Phases, Feasibility Studi
  42. Corporate Partnerships: Philanthropy, Sponso
  43. Foundation Grants: Prospecting, 990-PF Resea
  44. Major Gifts: Moves Management, Solicitation
  45. Estate Bequests, Qualified Charitable Distri
  46. Gift Acceptance Policies, Complex Asset Due
  47. Life Income Gifts: Charitable Gift Annuities
  48. Board Governance, Fiduciary Duties & Giving
  49. Volunteer Program Readiness, Role Descriptio
  50. Volunteer Orientation, Peer Solicitation Coa