Exclusive Savings for Charles Schwab Advisors

Save on CFP® certification education & exam prep review solutions through your partnership with College for Financial Planning®—a Kaplan Company.

Kaplan Financial Education and College for Financial Planning have come together as College for Financial Planning®—a Kaplan Company to offer Charles Schwab advisors significant savings on their CFP® certification program.

All Kaplan companies recognize that every one studies differently. We offer traditional and online classroom formats, as well as self-study programs, all designed to fit your schedule, career path, and budget. Our CFP Board-registered education program and Exam Prep Review solutions will prepare you to effectively master the 8 major domains covered on the CFP® exam.  


CFP® Certification Program for Charles Schwab Advisors

Professional Education Package

Graduate Program

$760/course $950 retail

Complete the required education with a graduate-level program and transfer your credits towards a Masters Degree.

Premium Package

Live Online Class and Premium Review

$639.20/course $799 retail

The Premium Package includes everything you need to complete the required education and review for the CFP® Exam. It brings together our 9-month live online classes and Premium Exam Prep Review into one convenient bundle option.

Call 866.602.7523 to order.

EssentialPlus Package

OnDemand Class

$599.20/course $749 retail

This required education package allows you to start, stop, and rewind through 22+ hours of pre-recorded instructor-led class lectures.

Order with Code: SchwabCFP

Premium Exam Prep Review

Choice of Review Class

$1,078.40 $1,348 retail

Choose from an onsite, live online, or OnDemand review class, plus receive a full array of online prep materials and textbooks.

Order with Code: SchwabCFP

Class Schedules

View upcoming education and review class schedules by selecting your course type below.

Free Resources

Learn more about the CFP® certification process and our available programs with a variety of free samples, webinars, and blog articles.