If you hold a CLU®, ChFC®, CFA® designation, or are a licensed CPA, you are automatically eligible to apply to take the CFP® exam with Challenge Status, provided you complete the Financial Plan Development course. You may also be eligible if you have extensive experience in the industry.
Kaplan has the education and study materials you need to complete your preparation and sit for the exam. As a Challenge Candidate, you'll receive:
Learn more about the Challenge Candidate offering below. To order your materials, contact a Designation Specialist at 877.599.2669.
Connect with our seasoned team of Designation Specialists to discuss what Challenge Candidate path is right for you.
Previous education and licenses may fulfill CFP Board education requirements and allow you to apply for the exam with Challenge Status. Academic degrees and credentials that fulfill the education requirement* include:
In the Financial Plan Development Course, you will receive instruction and review sample financial plans based on various case facts. Your final project will be to present your own financial plan.
How is the alternative program different from the standard Financial Plan Development course?
There are two main factors that distinguish these pathways from each other.
Learn more from CFP Board on the Alternative Capstone here.
To refresh your knowledge of the other six education courses, you can take any or all of them on an audit basis for half price as a Challenge candidate. Strengthening areas of weakness could make all the difference!
Each audit course is just $374.50. Call a Designation Specialist at 877.599.2669 to order.
We want you to pass the exam—the first time—and we stand behind our Review Programs. Let our expert instructors refresh your knowledge of key financial planning topics and prepare you for what to expect on the exam.
Choose Onsite, Online, or OnDemand classes, or a complete self-study package.
Premium Review for Challenge Candidates is just $899!* Contact a Designation Specialist at 877.599.2669 to enroll with this exclusive price.
*To qualify for Challenge Candidate package pricing, students must call in and purchase both the Financial Plan Development Course & Premium Review at the same time. No additional discounts or corporate rates apply.