Premium Packages for CFP^® Exam Education

Our expert instructors will guide you through the curriculum with a structured approach to help you complete the education requirement. Each class is archived, so you can go back and review concepts or catch up if you miss a class.

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.

Designed to help the student gain proficiency in using and understanding a financial calculator. In addition to helping master the keystrokes for the financial calculator, it also can assist students with the underlying financial theory problems on the exam. Being familiar with these financial calculations is critical because mastering these problems is an important step to passing the exam.

All calculations are presented step-by-step, showing keystrokes and displays for four of the most popular financial calculators: the HP-17bII/HP-17bII+, HP-12c, HP-10bII/ HP-10bII+, and TI-BAII PLUS.

We recommend the HP-10bII/ HP-10bII+ calculators. Instructors use these calculators in live class sessions for education and review.

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 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.

Included in your program for Courses 101-106, this one-on-one support feature allows you to schedule up to three 15-minute phone calls with a CFP^® certification subject matter expert to discuss any questions you may have.

Included in a PremiumPlus^™ Package, the Premium Review comes with everything you need to effectively prepare for the CFP^® exam. Choose from an Onsite, Online, or OnDemand Review Class and receive a full set of integrated study materials.