Exam Prep Review for the July 2025 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 available Onsite classes (4 day in-person classes), Live Online classes (weekday and weekend class options are available), OnDemand classes or a Self-Study option. No matter which style best fits your needs, you'll sit for the July 2025 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
Choose between available Onsite, Live Online or OnDemand review classes based on your learning style. All review classes are led by the expert faculty of the College for Financial Planning®—a Kaplan Company, who not only provide personalized guidance in class but also via email as you study.
Critical Materials and Study Tools
As part of your review for the CFP® exam, students receive PDFs of the following 6 CFP® certification education textbooks from the College’s following courses:
- FP511 - General Financial Planning Principles, Professional Conduct, and Client Pyschology
- FP512 - Risk Management, Insurance, and Employee Benefits Planning
- FP513 - Investment Planning
- FP514 - Tax Planning
- FP515 - Retirement Savings and Income Planning
- FP516 - Estate Planning
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment at the beginning of your study plan helps you gauge your overall readiness. It identifies your strong areas and those you find challenging, enabling you to focus accordingly right from the start
For topics that require a deeper review for you to master, our videos will help you get there. Choose the videos you need to be fully prepared on exam day.
Videos include our popular High 5 series, one of our students' favorite review tools! Expert instructors focus specifically on highly testable content that you should pay extra attention to and ways to approach it on the exam.
As part of each review topic, you'll have a "Summary of Commonly Tested Topics” eBook as part of your eBook package accessed through VitalSource. This information will help you focus on the most highly testable and challenging topics to understand.
Our financial planning case studies eBook as part of your eBook package accessed through VitalSource are detailed scenarios designed to help students apply their knowledge of financial planning in practical situations. Case studies typically delve into various aspects of financial planning, including investments, retirement planning, tax planning, estate planning, insurance, and risk management. By working through these case studies, students learn to integrate and synthesize information from different topic areas, and practice making recommendations for clients based on their unique financial situations. This holistic hands-on approach is crucial for grasping the complexities of financial planning.
Case studies are excellent preparation for the CFP Board exam (as they mirror the type of questions students will face throughout the exam) as well as for the real work of advising clients. By working through practical scenarios, students develop the skills and confidence needed to provide effective financial advice in their professional careers.
Throughout your review, a robust QBank of approximately 2,500 exam-like questions tests your knowledge and ability to apply it to real-world scenarios. To further focus your practice efforts, you can filter the QBank by subject area or create custom quizzes.
A full online Mock Exam simulates the 6-hour exam day to give you an experience similar to taking the actual national CFP® exam. Each session of the Mock Exam includes questions in a format similar to the actual exam, including stand-alone questions and sets of questions with associated short scenarios and longer case studies. Before you attempt the Mock Exam, you'll have access to an instructional video that gives you tips on how to approach the exam.
After completing the Mock Exam, you'll see question rationales to help you gain a stronger understanding of topics.
Learning Platform
The Activity Feed—a cutting edge study tool unique to our program—takes the guesswork out of creating a study plan. It provides personalized guidance on what to complete each week throughout your 10-week exam prep, ensuring an integrated and efficient study path to exam day. Your Activity Feed dynamically adjusts to both your progress and any scheduled days off, so you’ll always know what you need to do to stay on pace.
In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.
Email expert faculty of College for Financial Planning®—a Kaplan Company right from your learning platform as you study. Get all your exam-related questions answered from someone who knows what it takes to pass.
Other Features
We’re so confident that our program will lead you to CFP® exam success on your first attempt, we guarantee it at no extra cost. With PassProtection™, eligible students will be permitted their choice of one of the following if they have a failed CFP® exam attempt.
- Full refund of the Premium EPR cost or
- One (1) complimentary enrollment in another Premium EPR within one year (three exam cycles)
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).
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
As part of your review for the CFP® exam, students receive PDFs of the following 6 CFP® certification education textbooks from the College’s following courses:
- FP511 - General Financial Planning Principles, Professional Conduct, and Client Pyschology
- FP512 - Risk Management, Insurance, and Employee Benefits Planning
- FP513 - Investment Planning
- FP514 - Tax Planning
- FP515 - Retirement Savings and Income Planning
- FP516 - Estate Planning
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment at the beginning of your study plan helps you gauge your overall readiness. It identifies your strong areas and those you find challenging, enabling you to focus accordingly right from the start
Throughout your review, a robust QBank of approximately 2,500 exam-like questions tests your knowledge and ability to apply it to real-world scenarios. To further focus your practice efforts, you can filter the QBank by subject area or create custom quizzes.
Learning Platform
The Activity Feed—a cutting edge study tool unique to our program—takes the guesswork out of creating a study plan. It provides personalized guidance on what to complete each week throughout your 10-week exam prep, ensuring an integrated and efficient study path to exam day. Your Activity Feed dynamically adjusts to both your progress and any scheduled days off, so you’ll always know what you need to do to stay on pace.
Email expert faculty of College for Financial Planning®—a Kaplan Company right from your learning platform as you study. Get all your exam-related questions answered from someone who knows what it takes to pass.
In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.
Choose your Essential Review Package:
Exam Prep Review Book Package
Print or eBook
$258
Our Exam Prep Review Book package includes these popular study tools to help you prepare for the exam: Summaries of Commonly Tested Topics & Financial Planning Case Studies.
Supplemental Tools
Mock Exam
$69
If you choose the Essential Review program, supplement your review with an Online Mock Exam.
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 class schedules for virtual or onsite review classes by exam cycle. Instructor-led review classes are part of our Premium Review.
Free Resources
Take a free assessment exam, demo our review package, or read through a variety of exam preparation tips on our blog.
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.
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.