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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 (weekday or weekend options) or OnDemand classes in our Premium Review or a Self-Study option as part of 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.

Our learning platform is designed to keep you accountable and on pace to exam day, featuring a dynamic Activity Feed and Performance Tracker that is unique to our program.

  • An Activity Feed provides personalized guidance on what to complete each week. Your Activity Feed dynamically adjusts to both your progress and your schedule (including any scheduled days off!) so you’ll always know what you need to do to stay on pace.
  • A Performance Tracker shows how well you are progressing throughout your CFP® exam prep. You'll know how you’re doing against all study activities and the topic areas you’re doing well in and areas that need some work as you progress, ensuring you’ll master all knowledge topics.

To 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:

Review Classes
Critical Materials and Study Tools
Learning Platform
Other Features

Choose your Premium Review Package:

PassProtection for the CFP® Exam

With PassProtection™, if you do not pass the CFP® exam after taking our Premium Exam Prep Review, you will receive a completely free Premium Review package within a one-year time frame (three exam cycles).

Learn More

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:

Critical Materials and Study Tools
Learning Platform

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.