CFP® Exam Prep Review

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Original Creator of the CFP® Mark: In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning were created to help meet the financial needs of Americans.

In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organization. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organization, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board. For more information please visit https://www.cfp.net/about-cfp-board/history.

PassProtection™: Applicable to Premium Exam Prep Review product only. Terms and conditions apply. Visit https://www.kaplanfinancial.com/cfp/exam-prep-review/pass-protection for more information.

Helped 76K+ Professionals Prepare for the CFP® Exam: Source: College for Financial Planning Internal Data. Number of graduates of CFP® certification program since 1972 eligible to sit for CFP® exam.

#1 Ranked Online Instructor-Led Program: Source: Wealthmanagement.com, The 15 Top-Ranked Instructor-Led Online Certificate Programs for the CFP Exam, May 2021.

91% Reported Increased Confidence Speaking with Clients: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 167 graduates whose most recent professional designation earned was the CFP® mark, are working in a financial planning role, and answered this question.

82% Reported Career Satisfaction After Earning CFP® Certification: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 182 graduates whose most recent professional designation earned was the CFP® mark and who answered this question.

78% Reported an Increase in Client Base: Increase in client base is dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any increase in clients resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 159 graduates whose most recent professional designation earned was the CFP® mark; worked in a financial planning role both the year before and the year after receiving their most recent professional designation; and answered this question.

16% Earnings Increase: Earnings increases are dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any earnings increase resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. This earnings increase was based on 155 graduates whose most recent certification was the CFP® mark and who were employed in a financial planning role both the year before and the year after receiving the CFP® mark.

*This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between March 4 and March 20, 2026. For this survey, a sample of 141 College for Financial Planning® Premium CFP® Exam Prep Package students eligible for PassProtection™️ were interviewed online in English. The sample includes 116 respondents who had taken the CFP® exam for the first time after completing their review program.