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. This means you can bypass the education requirements, provided you complete the Financial Plan Development Course. Challenge candidates receive special pricing for our Premium Live Review and have the option to audit any of the first six certificate-level education courses for half the retail price.
Kaplan has the education and study materials you need to complete your CFP® exam prep and take the exam. As a Challenge candidate you'll receive:
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:
Do you have additional financial planning experience beyond the above credentials? You may qualify for the Alternative Capstone Program.
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*This does not include the Financial Plan Development Course (FP-107) requirement, which challenge candidates must fulfill.
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.
Begin the course on your own schedule with our OnDemand Class for $749 or enroll in a Live Online Class for $799.
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!
Courses 101-106 are just $374.50 per course for Challenge Candidates.
Kaplan wants you to pass the exam—the first time—and we stand behind our Premium Live Review. Let our expert instructors refresh your knowledge of the key financial planning topics and prepare you for what to expect on the exam.
Enroll in either a traditional classroom with your choice of locations nationwide or a virtual class online.
Enroll in Premium Live Review as a Challenge Candidate for just $899*!
Great focus on content mastery by Kaplan. First time taking the test as a Challenge Candidate, and Kaplan materials were interesting enough to make me want to learn the answers to the questions in the test banks. I passed and felt well prepared.
*Must purchase both Financial Plan Development Course & Premium Review at the same time to qualify for Challenge candidate pricing. No additional discounts or corporate rates apply.