NEW! Premium Package for CFP^® Certification

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 relate 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.

Each course comes with a corresponding education program textbook. Navigate the curriculum with these concise, clear, and comprehensive study notes and supplemental readings. Your study package will come with printed textbooks or eBooks through VitalSource^®.

The Activity Feed truly takes the guesswork out of creating a study plan! We break down readings and tasks by week, leaving you with a manageable, structured study calendar. Depend on the Activity Feed to efficiently guide you through the content and study tools, giving you an effective, integrated study experience. You can even schedule days off, and your activities will adjust accordingly.

The Learning Objective Videos help you focus on a certain topic for additional review and practice. It’s important to first review concepts during your Live Online Class, but these shorter, bite-size videos target key concepts and offer a different way to learn and reinforce the curriculum.

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.

You will be prompted to take Module Quizzes and a Practice Exam as you work your way through the Activity Feed. These checkpoint quizzes mimic the difficulty and format of the actual CFP^® exam, giving you a chance to practice exam-taking techniques throughout your preparation. Performance reports identify how well you understand the topics that have been covered and highlight weak areas where more review is needed. 

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.

Connect with a credentialed instructor via InstructorLink^™ to get your exam- and content-related questions answered.

This one-on-one support feature allows you to schedule up to three 15-minute phone calls (per course) with a CFP^® certification subject matter expert to discuss any questions you may have.

You'll choose from a Live Online or OnDemand Review Class in the cart. 

Live Online Class
Attend a review class from the comfort of your home! A credentialed instructor will lead a series of 11 Live Online class sessions, which are then archived to your Dashboard for further review or in case you miss a class. Classes are held at 7:30 pm ET.

OnDemand Class
With the OnDemand Review Class you get the best of both worlds—instructor-led lectures and the ability to view them when it fits into your schedule and study plan. You'll receive over 25 pre-recorded, focused review sessions to guide you through key concepts in the curriculum. The OnDemand Class allows you to start reviewing topics as you need to, rather than waiting for them to be covered in the classroom curriculum. 

This helpful binder is your key to keeping on task in your Review Class. Focusing on highly testable topics, this guide helps you understand and apply the concepts you learn in class to what you might see on the exam. The binder format gives you one convenient place to store all of the notes you take during class lectures and while you study.

These 7 comprehensive study books are the core of your review study plan. Each book contains complete reference outlines, application questions, relevant examples, and exhibits to help you achieve exam success. You will receive print textbooks or eBooks through VitalSource^® based on your package selection.

Begin your course by viewing the Course Intro Video and reading through the overview documents to ensure you make the most of your study time.

Take the guesswork out of creating your study plan! Our proven, time-tested study planner guides you through CFP Board's 72 principal knowledge topics and helps you get the most out of your study tools.

Use this 100-question assessment at the beginning of your study plan to gauge your overall readiness. You'll receive instant scoring, including correct answers and supporting rationales. Use the Results & Next Steps PDF and Recall & Review QBank to build an updated study plan that focuses on your weak areas.

Designed to be used in conjunction with Review Books 1-6, your QBank provides exam-like questions that not only test your knowledge of CFP® exam topics, but your ability to apply that knowledge to various scenarios. Challenge yourself by creating custom quizzes, and download them for on-the-go review.

These innovative videos not only review highly testable exam topics, but also show the various approaches CFP Board may use to test them. Downloadable PDFs are also available for note-taking.

View the instructional video on how to approach the Mock Exam, and then simulate the 6-hour CFP® exam by completing the full Mock Exam. Each session of the Mock Exam provides an assessment using multiple-choice questions, item sets, mini-cases, and a comprehensive case.

Access a library of several helpful OnDemand webinars, covering topics such as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results.

One of our students' favorite review tools is the High 5 video series! Experienced instructors present these recorded webinar videos in an engaging format, emulating a review classroom setting. Specifically focused on ways to approach highly testable exam topics, these 7 videos will leave you feeling confident and ready to succeed on exam day.

Connect with a credentialed instructor via InstructorLink^™ to get your exam- and content-related questions answered.

We want you to pass the CFP® exam, and we stand behind our study packages. If you attend a Review Class and do not pass the exam, you can enroll in a subsequent Review Class for one of the next 3 exam cycles absolutely free—no loopholes, no hoops to jump through, and no hidden qualifications.