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The Essential Package for CFP® Certification Education

Now better than ever, our Essential Package features the strongest, most streamlined curriculum and an award winning learning platform with the latest advances to support efficient and effective learning.

The Essential Package is an excellent choice for motivated candidates who prefer to prepare and study on their own. Our Self-Study option gives you the freedom to complete your required education at your own pace.

  • Pay course-by-course for all seven courses or order just the ones you need. 
  • Take up to 90 days to complete each course. Your online access begins as soon as you make your purchase.
  • You can extend a course for an additional 30 days for a fee.
  • Take advantage of online testing; no need to go to an outside testing facility.
  • Most coursework can transfer towards a Masters Degree in Personal Financial Planning.

Start our Self-Study option anytime and sit for the CFP® exam when you prefer.

 

Your Essential Package Includes:

Education Program

Designed for the motivated self-starter, our Self-Study package with no class component allows you to prepare and study at your own pace.

Customized Schedule

Choose when to start studying and complete your education at your own pace. Take up to 90 days to complete each course. If needed, you can extend a course for an additional 30 days for a fee.

Flexible Payments

Pay course by course to make reimbursement and budgeting easy.

Pay Course by Course

(Choice of print books or eBooks)

Your Essential Package Includes:

Education

Our Essential Package is an excellent choice for candidates who prefer to prepare and practice on their own. The Essential Package grants you the freedom to complete all 7 required education courses at your own pace, so you can be sure you are ready to perform on the CFP® exam. 

Bundle Your Education with a CFP® Exam Prep Review

Ensure you’ve retained the material you learned in your education package and are prepared for the CFP exam with a review study package. Practice your exam technique with a full array of prep products for complete confidence on exam day. 

Learn More

Don't need all 7 courses?

Select a course below or call our Designation Specialists at 877.641.3920 to order only the courses you need.

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Choose your Individual Course:

Click the drop-down to select your individual course.

Please note: The final course FP 517, Financial Plan Development, is not offered in the Essential package format. Self-Study students can enroll in the EssentialPlus course for FP 517 and begin the course at anytime.

Looking for an instructor-led class?

Live Online Classes OnDemand Classes