The Premium Package for CFP® Certification Education
For a limited time, save 10% on education packages and courses*
The Premium Package includes absolutely everything you need to complete the required education and review for the CFP® certification examination. For a limited time, save 10% as you start down your path to earning the CFP® mark.
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 July 2021 and sit for the CFP® exam in July 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 July 2021 and sit for the CFP® exam in July 2022. View the schedule of classes below.
At the end of our 7-course curriculum you'll earn a 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.
Enroll today and save 10% on education packages and courses.*
Offer begins 3/10/2021 and expires at 11:59 pm CT, 4/14/2021. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, extensions, or state fees, and is not redeemable for cash value. Discount will be automatically applied at checkout.
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 July 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 | May 27 | Jul 28 | Sep 10 | Oct 27 | Dec 17 | Feb 2 | Mar 18 |
Class 1 | Jul 1 | Aug 17 | Sep 30 | Nov 16 | Jan 6 | Feb 22 | Apr 7 |
Class 2 | Jul 6 | Aug 19 | Oct 5 | Nov 18 | Jan 11 | Feb 24 | Apr 12 |
Class 3 | Jul 8 | Aug 24 | Oct 7 | Nov 23 | Jan 13 | Mar 1 | Apr 14 |
Class 4 | Jul 13 | Aug 26 | Oct 12 | Nov 30 | Jan 18 | Mar 3 | |
Class 5 | Jul 15 | Aug 31 | Oct 14 | Dec 2 | Jan 20 | Mar 8 | |
Class 6 | Jul 20 | Sep 2 | Oct 19 | Dec 7 | Jan 25 | Mar 10 | |
Class 7 | Jul 22 | Sep 7 | Oct 21 | Dec 9 | Jan 27 | Mar 15 | |
Class 8 | Jul 27 | Sep 9 | Oct 26 | Dec 14 | Feb 1 | Mar 17 | |
Class 9 | Jul 29 | Sep 14 | Oct 28 | Dec 16 | Feb 3 | Mar 22 | |
Class 10 | Aug 3 | Sep 16 | Nov 2 | Dec 21 | Feb 8 | Mar 24 | |
Coursework Due Date | Aug 13, 2021 | Sep 26, 2021 | Nov 12, 2021 | Jan 2, 2022 | Feb 18, 2022 | Apr 3, 2022 | Apr 24, 2022 |
Exam Prep Review | Exam Preparation begins early May 2022. Make sure you are enrolled in a Live Review no later than mid-April 2022. |
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.