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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 education packages available to you are now better than ever. Together, Kaplan Financial Education and College for Financial Planning have combined the strongest, most streamlined curriculum with an award winning learning platform featuring the latest advances to support efficient and effective learning. Highlights include:

  • Courses aligned with the specific learning objectives defined by CFP Board’s educational standards
  • A directed study plan that keeps you on track and on schedule
  • Module quizzes, practice exams and videos to reinforce learning and practice exam-taking techniques


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 $899 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 $799 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.