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.
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 or enroll in a Virtual Class.
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*!
*Retail price is $1,348.