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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:

Ship Date
Sep 30Nov 19Jan 4Feb 12Mar 25Apr 30Jun 11
Class 1Nov 2Dec 9Jan 21Mar 4Apr 14May 20Jul 1
Class 2Nov 4Dec 10Jan 25Mar 8Apr 15May 24Jul 6
Class 3Nov 5Dec 14Jan 27Mar 10Apr 19May 26Jul 8
Class 4Nov 9Dec 16Jan 28Mar 11Apr 21May 27 
Class 5Nov 12Dec 17Feb 1Mar 15Apr 22Jun 2 
Class 6Nov 16Dec 21Feb 3Mar 17Apr 26Jun 3 
Class 7Nov 18Dec 28Feb 4Mar 18Apr 28Jun 7 
Class 8Nov 19Dec 30Feb 8Mar 22Apr 29Jun 9 
Due Date
Dec 2, 2020Jan 13, 2021Feb 22, 2021Apr 5, 2021Mar 13, 2021Jun 23, 2021Aug 9, 2021
Exam Prep
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.

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.

Free Resources

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