Education Books (Choice of print or eBooks)

Each financial planning course comes with a corresponding education program textbook. Complete your required education with these concise, clear, and comprehensive study notes and supplemental readings. Your Premium Package will contain all print or all eBook textbooks based on your preference. If you select print textbooks , you will receive your soft-bound book via UPS. Books release and ship based on your course start date. If you select eBooks , you will receive an email with instructions on how to access materials through the VitalSource® platform. You will not receive a textbook or eBook for FP517 course because all materials are provided to you via your online classroom.

Learning Objective Videos

The Learning Objective Videos help you focus on a certain topic for additional review and practice. These shorter, bite-size videos target key concepts and offer a different way to learn and reinforce the curriculum.

Module Quizzes & Practice Exam

As you progress through each of the modules in your courses, your Activity Feed will prompt you to take Module Quizzes. These quizzes act as checkpoints in your education and mimic the difficulty and format of the actual CFP ® exam. At the end of each course, a Practice Exam lets you apply your exam-taking techniques. A Performance Tracker in our learning platform will identify how well you understand the topics that have been covered and highlight weak areas where more review is needed.

Practice what you have learned by taking focused QBank quizzes to master module concepts. View answer explanations for every question Access your QBank online, with available offline access

The Activity Feed truly takes the guesswork out of creating a study plan! Depend on the Activity Feed to efficiently guide you through the content and study tools, giving you an effective, integrated study experience. You can even schedule days off, and your activities will adjust accordingly.

In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.

Instructor Phone Support

This one-on-one support feature allows you to schedule up to three 15-minute phone calls with a CFP ® certification subject matter experts to discuss any questions you may have.

Instructor Email Access via InstructorLink™

As you prepare for the exam, connect with a credentialed instructor to get your exam- and content-related questions answered.

Choose between Live Online and OnDemand review classes based on your learning style. All review classes are led by the expert faculty of the College for Financial Planning ® —a Kaplan Company, who not only provide personalized guidance in class but also via email as you study.

Review Books (Choice of print or eBooks)

Seven concise, yet comprehensive books (choice of print textbooks or eBooks) are the core of your review for the CFP ® exam. Each book focuses on highly testable topics and provide examples and practice questions to align your test-taking skills with your application of testable concepts to real-world scenarios.

Pre-Study Assessment (with Recall & Review QBank)

How prepared are you for the CFP ® exam? This 100-question Pre-Study Assessment at the beginning of your study plan helps you gauge your overall readiness. It identifies your strong areas and those you find challenging, enabling you to focus accordingly right from the start

Webinars include our popular High 5 OnDemand webinar series and other helpful webinars. Our High 5 OnDemand webinar series is one of our students' favorite review tools! Expert instructors focus specifically on highly testable content that you should pay extra attention to and ways to approach it on the exam. Other helpful webinars cover topics such as as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results.

eLibrary (Learning Objective Videos)

For topics that require a deeper review for you to master, these bite-size videos will help you get there. Choose the videos you need to be fully prepared on exam day.

A favorite study tool among students, these downloadable audio files focus on how to approach popular exam topics so you can continue reviewing while you're on the go.

Analyze & Apply QBank

Throughout your review, a robust QBank of exam-like questions tests your knowledge and ability to apply it to real-world scenarios. You can create custom quizzes to further focus your practice efforts and even download them for on-the-go review.

A full online Mock Exam simulates the 6-hour exam day to give you an experience similar to taking the actual national CFP ® exam. Each session of the Mock Exam includes questions in a format similar to the actual exam, including stand-alone questions and sets of questions with associated short scenarios and longer case studies. Before you attempt the Mock Exam, you'll have access to an instructional video that gives you tips on how to approach the exam.

Activity Feed for CFP ® Exam Prep

The Activity Feed—a cutting edge study tool unique to our program—takes the guesswork out of creating a study plan. It provides personalized guidance on what to complete each week throughout your 10-week exam prep, ensuring an integrated and efficient study path to exam day. Your Activity Feed dynamically adjusts to both your progress and any scheduled days off, so you’ll always know what you need to do to stay on pace.

In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.

Instructor Email Access via InstructorLink™

Email expert faculty of College for Financial Planning ® —a Kaplan Company right from your learning platform as you study. Get all your exam-related questions answered from someone who knows what it takes to pass.

We're so confident that our program will lead you to CFP ® exam success on your first attempt, we guarantee it at no extra cost. If you do not pass the CFP ® exam after taking a Premium Exam Prep Review class, you'll receive a completely free Premium Review package within a one-year time frame (three exam cycles).

FP511 - General Financial Planning Principles, Professional Conduct, and Regulation

This course examines basic financial planning concepts for developing client relationships; gathering, analyzing and evaluating financial documents, statements and other information; developing and communicating relevant recommendations to clients; implementing recommendations through the use of a financial planning team; and monitoring the financial plan on a periodic basis, all within CFP Board professional and regulatory standards. Students will develop a pragmatic perspective of the field of financial planning as they learn to analyze personal financial statements, understand time value of money concepts, explore education funding techniques, advise clients regarding the management of debt, apply behavioral finance concepts, gain an understanding of federal and state regulatory requirements, learn the ethical environment of financial planning and integrate the legal and economic aspects of financial planning within a practice.

FP512 - Risk Management, Insurance, and Employee Benefits Planning

This course explores fundamental insurance, annuity, and employee benefit concepts and products. Students will gain knowledge of the principles of risk and insurance; learn how to analyze and evaluate risk exposures; and understand the concepts of personal and business insurance for life, health, disability, long-term care and property insurance. Students will also develop perspectives regarding the integration of social insurance (e.g. Medicare, workers compensation)within the framework of financial planning. Equity-based compensation, nonqualified deferred compensation and other employee benefits will also be presented and discussed.

FP513 - Investment Planning

This course examines the characteristics, uses and taxation of investment vehicles: stocks, bonds, cash and cash equivalents, promissory notes, guaranteed investment contracts, real estate, and alternative investments. Students will also develop an understanding of the various types of risk: systematic and unsystematic, purchasing power, interest rate, business, and financial risk. Students are introduced to quantitative investment concepts, measures of investment returns, bond and stock valuation concepts, investment theory, portfolio development and analysis, investment strategies, asset allocation, and asset pricing models.

This course focuses on income tax fundamentals and calculations, tax accounting, characteristics and income taxation of business entities, basis, depreciation and cost recovery concepts. The impact of the alternative minimum tax (AMT), passive activity, at-risk rules, charitable contributions and charitable deductions on a client’s financial plan is also studied. Students will gain an understanding of the tax consequences of like-kind exchanges and the disposition of property, and will learn how the loss of a spouse through death or divorce affects a client’s tax status.

FP515 - Retirement Savings and Income Planning

Students will be exposed to retirement needs analyses, types and characteristics of retirement plans, qualified plan rules and options, and provisions of tax-advantaged plans. The effects of ERISA on retirement plans is examined and the impact of Social Security on a client’s retirement plan is also discussed. Students will gain an understanding of plan distribution options, rules, alternatives and taxation, and will also explore key factors affecting plan selection for businesses and investment considerations for retirement plans.

FP516 - Estate Planning

This course analyzes the various techniques and strategies used in developing estate plans based on client criteria and needs. Property titling, property transfer at death, gifting strategies, and sources of estate liquidity are discussed. Students will also gain insight on wills, probate, and the types, uses and taxation of trusts during estate planning.

FP517 - Financial Plan Development

Students participate in a case analysis and evaluation in which the following major areas of financial planning are integrated: General Financial Planning Principles, Professional Conduct, and Regulation Risk Management, Insurance, and Employee Benefits Planning Investment Planning Income Tax Planning Retirement Savings and Income Planning Estate Planning

The Premium Package for CFP^® Certification Education

For a limited time, save 10% on education packages and courses*

The Premium Package includes absolutely everything you need to complete the required education and review for the CFP^® certification examination. For a limited time, save 10% as you start down your path to earning the CFP^®mark.

This 12-month, structured-pace program brings together our instructor-led, online education program and exam prep review into one convenient bundle:

Begin your live online classes in July 2021 and sit for the CFP^® exam in July 2022.
You'll complete your education in 9 months, then prepare to pass with our exam prep review (3 months).
Pay-up-front or course-by-course based on your budget or company's reimbursement plan.
Most education coursework transfers toward a Master of Science degree in Personal Financial Planning.

Start live online classes in July 2021 and sit for the CFP^® exam in July 2022. View the schedule of classes below.

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 Master of Science degree in Personal Financial Planning in your future.

Enroll today and save 10% on education packages and courses.*

Offer begins 3/10/2021 and expires at 11:59 pm CT, 4/14/2021. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, extensions, or state fees, and is not redeemable for cash value. Discount will be automatically applied at checkout.

Premium Package Highlights:

Education Program

You'll get everything you need from an instructor-led, graduate-level, Live Online Class to a full set of integrated study tools to help you practice concepts and formulas. View class schedules below.

Exam Prep Review

The Premium Package includes our Premium Review, so you'll receive everything you need to review for the CFP^® exam after you complete your education coursework.

Payment Options

Choose to pay upfront 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)

$6,479.10

$7,199.00

Remove July 2022 Premium Education + Premium Review Package (Print Books)

July 2022 Premium Education + Premium Review Package (Print Books)

Pay Up Front

$6,479.10

$7,199.00

Remove July 2022 Premium Education + Premium Review Package (eBooks)

July 2022 Premium Education + Premium Review Package (eBooks)

Pay Up Front

Pay Course by Course

(Choice of print books or eBooks)

$6,876.90

$7,641.00

Remove July 2022 Premium Education + Premium Review Package (Print Books)

July 2022 Premium Education + Premium Review Package (Print Books)

Pay Course-by-Course

$6,876.90

$7,641.00

Remove July 2022 Premium Education + Premium Review Package (eBooks)

July 2022 Premium Education + Premium Review Package (eBooks)

Pay Course-by-Course

Your Premium Package Includes:

Education Program

The required education curriculum is presented in a series of Live Online Classes. Our expert faculty will guide you through formulas and concepts with a structured approach, allowing you to complete the education in just 9 months. These classes are meant to give you the “big picture” of concepts and formulas, so you can apply them to problems and scenarios throughout your coursework. Each class is recorded and archived, so you can go back and review key areas or catch up if you missed a class.

Begin your classes in July 2021! View the schedule for live online classes below. Classes are held 8:00–10:00 pm ET.

Education Course Materials and Study Tools

Learning Platform

Premium Review

Our industry-leading Premium Review package provides the best and most comprehensive way to prepare to pass the CFP^® Certification exam, combining a Review Class with a full set of integrated study tools.

Review Classes

Review Materials and Study Tools

Learning Platform

Other Features

Course Descriptions:

Schedule for Live Online Classes:

All Live Online classes in the schedules below are held 8:00–10:00 pm ET.

All Live Online classes in the schedule below are held 8:00–10:00 pm ET.

	511	512	513	514	515	516	517
Approximate Ship Date	May 27	Jul 28	Sep 10	Oct 27	Dec 17	Feb 2	Mar 18
Class 1	Jul 1	Aug 17	Sep 30	Nov 16	Jan 6	Feb 22	Apr 7
Class 2	Jul 6	Aug 19	Oct 5	Nov 18	Jan 11	Feb 24	Apr 12
Class 3	Jul 8	Aug 24	Oct 7	Nov 23	Jan 13	Mar 1	Apr 14
Class 4	Jul 13	Aug 26	Oct 12	Nov 30	Jan 18	Mar 3
Class 5	Jul 15	Aug 31	Oct 14	Dec 2	Jan 20	Mar 8
Class 6	Jul 20	Sep 2	Oct 19	Dec 7	Jan 25	Mar 10
Class 7	Jul 22	Sep 7	Oct 21	Dec 9	Jan 27	Mar 15
Class 8	Jul 27	Sep 9	Oct 26	Dec 14	Feb 1	Mar 17
Class 9	Jul 29	Sep 14	Oct 28	Dec 16	Feb 3	Mar 22
Class 10	Aug 3	Sep 16	Nov 2	Dec 21	Feb 8	Mar 24
Coursework Due Date	Aug 13, 2021	Sep 26, 2021	Nov 12, 2021	Jan 2, 2022	Feb 18, 2022	Apr 3, 2022	Apr 24, 2022
Exam Prep Review	Exam Preparation begins early May 2022. Make sure you are enrolled in a Live Review no later than mid-April 2022.

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.

A set of Kaplan CFP Exam Prep Review Books for the March exam.

Choose your Individual Course:

Click the drop-down to select your individual course.

Looking for an OnDemand Class or Self-Study option?

Learn more about our other education offerings for CFP® certification.

OnDemand Class

Self-Study

Free Resources

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

Access Free Materials