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The EssentialPlus Package for CFP® Certification Education

Our EssentialPlus Package features the strongest, most streamlined curriculum and an award winning learning platform with the latest advances to support efficient and effective learning. 

You can complete your required education on your own schedule and still learn from an expert instructor with the self-paced EssentialPlus Package. No need to adhere to a live class schedule—with our OnDemand Class, you can start, stop, and rewind through over 22 hours of video instruction as often as you need.

Our EssentialPlus Package gives you the freedom to complete your education within your own timeframe.

  • Pay-up-front or course-by-course based on your budget or company's reimbursement plan.
  • 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.

At the end of our 7-course curriculum you'll earn a Certificate in Personal Financial Planning. Most coursework you complete as part of the CFP® certification education program can transfer towards a Masters in Personal Financial Planning in your future.

Start OnDemand Classes anytime and sit for the CFP® exam when you prefer.  

Your EssentialPlus Package Includes:

Education Program

Our OnDemand Classes for your required education allow you to start, stop, and rewind through pre-recorded class lectures at your leisure.

Customized Schedule

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

Payment Options

Choose to pay up front and receive a discount, or course by course to make reimbursement and budgeting easy.

Available Package Options:

Pay up front and save $442

(Choice of print books or eBooks)

Pay Course by Course

(Choice of print books or eBooks)

Your EssentialPlus Package Includes:


Study on your own time with our OnDemand Class! Stop, start, and rewind as often as you need through over 22 hours of instruction, effectively preparing you for every possible CFP® exam topic. Expert instructors help you master difficult concepts, theories, and techniques necessary for success on exam day.

As you progress through the 7-course curriculum, each subsequent course will immediately show in your learning platform once you complete the course before it.

Education Course Materials and Study Tools
Learning Platform

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

Course Descriptions:

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.


Choose your Individual Course:

Click the drop-down to select your individual course.

Looking for a Live Online Class or Self-Study option?

Live Online Class  Self-Study