Premium Packages for CFP® Exam Education

Get the benefit of a structured, instructor-led class and our integrated study materials with a Premium Package. These packages contain our time-tested Accelerated Financial Planning Program, allowing you to complete all 7 courses in just 9 months.

Live Online classes begin in March, July, and November.


Live Online Class + Review
$5,799 up-front

Pay up-front for all 7 courses and Premium Review and save! You'll reserve your education and review materials in one purchase.

Premium Instruction Package

Live Online Class
$799 per course

Pay course-by-course to simplify reimbursement and your budget. 

Call 866.963.8329 to enroll or fill out the form below to discuss your options with a Designation Specialist.

Your Courses Include:

Guided Schedule

Complete the education program in just 9 months with our Accelerated program. Each course is broken down into 8 sessions, hosted live online at 7:30 pm ET. 

Payment Options

Choose to pay-as-you-go or pay up-front and receive a discount to make reimbursement and budgeting easy.

Online Testing

All tests and quizzes are taken directly in your Learning Management System, with no proctors or hidden testing fees.

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. 

Class Schedules

View upcoming education and review class schedules by selecting your course type below.

Free Resources

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