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Exam Prep Review for the July 2021 CFP® Exam

Our CFP® Exam Prep Review provides a variety of different study options and tools to help you successfully prepare, practice, and perform on exam day. 

Choose between Live Online classes, OnDemand classes or Onsite classes (in our Premium Review) or a Self-Study option (our Essential Review). No matter which style best fits your needs, you'll sit for the July CFP® exam with the confidence that comes from being thoroughly prepared.

An Activity Feed takes the guesswork out of creating a study plan. You’ll be able to depend on the Activity Feed to guide you through our comprehensive content and study tools, giving you an effective, integrated study experience. You can even schedule days off, and your activities will adjust accordingly. 

Ensure you have met or will soon meet CFP® certification education requirements, please visit our requirements page.

Premium Review Package

Review Class Packages for the CFP® Exam

Your Premium Review package comes with everything you need to effectively prepare for the CFP® exam. From a review class and Pre-Study Assessment to a robust QBank, exam strategy videos, and more, you have all of the necessary tools and assets to walk into your exam with confidence. 


Your Premium Review Package Includes:

Choose your Premium Review Package:

Essential Review Package

Our Essential Review Package is a great choice for the self-motivated candidate who prefers an independent approach to studying for the CFP® exam. It contains everything you need to review for the exam at your own pace, including a 10-Week Study Planner to ensure you are staying on track in your prep plan and mastering the curriculum. 


Your Essential Review Package Includes:

Choose your Essential Review Package:

Individual Review Books

Print or eBook

Starting at $69

These 7 comprehensive study books are the core of your review study plan and can be ordered individually as physical print books or eBooks.

Supplemental Tools

Mock Exam & Calculator Book

Starting at $49

Choose the Online Mock Exam or Understanding Your Financial Calculator textbook to supplement your review program.

Need a little guidance?

Contact a Wealth Management Enrollment Specialist at 800.237.9990, option 3 for guidance or to order by phone.

Review Class Schedules

View upcoming review class schedules and locations by cycle. 

Free Resources

Take a free assessment exam, demo our review package, or read through a variety of exam preparation tips on our blog.