Certified Financial Planner (CFP) Review Courses

CFP® Review Courses

Ensure your CFP® Certification Examination success with a comprehensive CFP® Live Review Seminar! Our Live Review courses are specifically designed to help professionals focus their study efforts and pass the CFP Board Exam - the first time!

CFP® Review Options

Our Live Review courses are conducted in both classroom and virtual online classroom formats as listed below, with study materials included in the tuition for all of these programs!

Live Online Option
Our most popular Live Online CFP® Certification Exam Prep offers an exceptional combination of self-study and live instruction. Students receive live instruction delivered via the Web, as well as archives for future review.
  • Online Live CFP® Review Course
    This three and a half week course includes 33 hours of instruction, conducted over 11 sessions held on Mondays, Wednesdays and Thursdays. Each class meets for 3 hours; you may choose from 7:30pm or 9:00pm(ET).
Self-Study Options

Our Self-Study Review course is a great option for the self-motivated candidate who prefers an independent approach. Study materials are included in the tuition for all of our programs.
Supplemental Study Materials

Enhance your preparation for the examination with these additional study materials - used either in conjunction with a Review Course or for supplemental, self-study practice.

Recommended Courses & Available Training Options

To register for our CFP® Review Seminar, either click on one of the options mentioned above or use the search box below selecting "CFP - Certified Financial Planner" and your state from the "Designations/Certifications" section.

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Who Should Take A Review Course?
  • Individuals who have successfully completed (or almost completed) a CFP-Board Registered Education Program
  • Challenge or Transcript Review Individuals
Note: To become eligible for CFP designation, candidates must complete educational and other requirements, pass an exam testing their mastery of nearly 100 integrated financial planning topics, and have a bachelor?s degree within five years of the CFP exam.
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