The Premium Package for CFP® Certification Education
The Premium Package includes absolutely everything you need to complete the required education and review for the CFP® certification examination.
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 November 2020 and sit for the CFP® exam in November 2021.
- 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 towards a Masters Degree in Financial Planning.
Start live online classes in November 2020 and sit for the CFP® exam in November 2021. Our next instructor-led program starts in November. View the schedule of classes below.
At the end of our 7-course curriculum you'll earn a Master’s 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.
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)
Pay Course by Course
(Choice of print books or eBooks)
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 November 2020! View the schedule for live online classes below. Classes are held 7:30–10:30 pm ET.
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.
Course Descriptions:
Schedule for Live Online Classes:
| 511 | 512 | 513 | 514 | 515 | 516 | 517 | |
| Approximate Ship Date | Sep 30 | Nov 19 | Jan 4 | Feb 12 | Mar 25 | Apr 30 | Jun 11 |
| Class 1 | Nov 2 | Dec 9 | Jan 21 | Mar 4 | Apr 14 | May 20 | Jul 1 |
| Class 2 | Nov 4 | Dec 10 | Jan 25 | Mar 8 | Apr 15 | May 24 | Jul 6 |
| Class 3 | Nov 5 | Dec 14 | Jan 27 | Mar 10 | Apr 19 | May 26 | Jul 8 |
| Class 4 | Nov 9 | Dec 16 | Jan 28 | Mar 11 | Apr 21 | May 27 | |
| Class 5 | Nov 12 | Dec 17 | Feb 1 | Mar 15 | Apr 22 | Jun 2 | |
| Class 6 | Nov 16 | Dec 21 | Feb 3 | Mar 17 | Apr 26 | Jun 3 | |
| Class 7 | Nov 18 | Dec 28 | Feb 4 | Mar 18 | Apr 28 | Jun 7 | |
| Class 8 | Nov 19 | Dec 30 | Feb 8 | Mar 22 | Apr 29 | Jun 9 | |
| Coursework Due Date | Dec 2, 2020 | Jan 13, 2021 | Feb 22, 2021 | Apr 5, 2021 | Mar 13, 2021 | Jun 23, 2021 | Aug 9, 2021 |
| Exam Prep Review | Exam Preparation begins the first week of September. Make sure you are enrolled in a Live Review no later than Mid-August. | ||||||
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:
Looking for an OnDemand Class or Self-Study option?
Learn more about our other education offerings for CFP® certification.
Free Resources
Learn more about the CFP® certification process and our available programs with a variety of free samples, webinars, and blog articles.