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The Essential Package for CFP® Exam Education

The Essential Package for CFP exam education.

Choose Your Course:

Select your course from the drop-down and purchase one course at a time.
Note: Course 107 is offered in the EssentialPlus Package format.

The Essential Package: Self-Study Courses for CFP® Certification

The Essential Package is an excellent choice for motivated candidates who prefer to prepare and study on their own. This certificate-level package grants you the freedom to complete the 7 education courses at your own pace. 

You'll also receive the freedom of:

Customized Schedule

Purchase one course at a time to take only the courses you need and choose when to start studying. Take up to 90 days to complete each course.

Flexible Payments

Paying course-by-course makes reimbursement and budgeting easy.

Online Testing

All tests and quizzes are taken directly in your Learning Management System, with no proctors or hidden testing fees. 

Your Courses Include:

Each course comes with a corresponding education program textbook. Navigate the curriculum with these concise, clear, and comprehensive study notes and supplemental readings. Select your choice of print or eBook in the cart.

This innovative tool takes the guesswork out of creating a prep plan! Start with our detailed study plan that covers every piece of the curriculum and shows you how to use your study materials in the most effective way possible.

Practice what you've learned in your readings with the QBank. Focus your attention where you need it the most and review critical concepts. The QBank allows you to: 

  • Create custom exams and quizzes utilizing hundreds of multiple-choice questions
  • View answer explanations and rationales for every question
  • Access quizzes online or offline

Included with our QBank, the Performance Tracker allows you to track your progress and compare your exam results to other education students. You can also use the Performance Tracker to track your quiz scores.

Refer to these videos throughout your study program to review the core concepts of the CFP® exam curriculum.

Connect with a credentialed instructor via InstructorLink to get your exam- and content-related questions answered.

Looking for an instructor-led class?

Live Online Classes OnDemand Classes

CFP® Certification Details

Learn more about the requirements for CFP® certification and details about our education program. 

Free Resources

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