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 March 2021 and sit for the CFP® exam in March 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 March 2021 and sit for the CFP® exam in March 2022. 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 Master of Science degree 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 March 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 | Jan 27 | Mar 26 | May 12 | Jun 25 | Aug 11 | Sep 24 | Nov 12 |
Class 1 | Mar 2 | Apr 15 | Jun 1 | Jul 15 | Aug 31 | Oct 14 | Dec 2 |
Class 2 | Mar 4 | Apr 20 | Jun 3 | Jul 20 | Sep 2 | Oct 19 | Dec 7 |
Class 3 | Mar 9 | Apr 22 | Jun 8 | Jul 22 | Sep 7 | Oct 21 | Dec 9 |
Class 4 | Mar 11 | Apr 27 | Jun 10 | Jul 27 | Sep 9 | Oct 26 | |
Class 5 | Mar 16 | Apr 29 | Jun 15 | Jul 29 | Sep 14 | Oct 28 | |
Class 6 | Mar 18 | May 4 | Jun 17 | Aug 3 | Sep 16 | Nov 2 | |
Class 7 | Mar 23 | May 6 | Jun 22 | Aug 5 | Sep 21 | Nov 4 | |
Class 8 | Mar 25 | May 11 | Jun 24 | Aug 10 | Sep 23 | Nov 9 | |
Class 9 | Mar 30 | May 13 | Jun 29 | Aug 12 | Sep 28 | Nov 11 | |
Class 10 | Apr 1 | May 18 | Jul 1 | Aug 17 | Sep 30 | Nov 16 | |
Coursework Due Date | Apr 11, 2021 | May 28, 2021 | Jul 11, 2021 | Apr 27, 2021 | Oct 10, 2021 | Nov 29, 2021 | Dec 20, 2021 |
Exam Prep Review | Exam Preparation begins the first week of January 2022. Make sure you are enrolled in a Live Review no later than Mid-December 2021. |
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.