Our Premium CFP® Exam Prep Review package is a 10-week review program that helps you approach the CFP® exam with 100% confidence. It aligns your test-taking skills with the objective of the CFP® exam—demonstrating the competency needed for comprehensive financial planning through these features:
Our Premium CFP® Exam Prep Review includes our PassProtection™ Guarantee which offers the choice of money back or a free repeat Exam Prep Review if you do not pass.
Ensure you have met or will soon meet the education requirement for CFP® certification before enrolling in exam prep. To verify, please visit our requirements page.
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.
Your exam prep review package includes PDFs of the six foundational textbooks from our CFP® certification education program. These serve as a comprehensive reference library should you need to revisit specific technical concepts in depth.
Master the HP 10BII+ and Texas Instruments BAiiPlus financial calculators through our instructional videos and a digital workbook. These resources provide a thorough, hands-on understanding of financial calculator functions essential to your studies.
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment helps you gauge your initial readiness and identify specific strengths and weaknesses, allowing you to focus your efforts strategically from the very start.
Our study checklists are essential for CFP® candidates, providing a clear outline of what to accomplish and when. By systematically tracking your progress, you ensure every required topic is covered methodically, allowing you to confirm your understanding and approach the CFP Board exam with complete confidence.
Each review topic includes a 'Summary of Commonly Tested Topics' eBook, accessible through VitalSource. These targeted resources help you prioritize the most challenging and highly testable concepts to maximize your study efficiency.
Master complex topics with our targeted video library, designed to help you bridge any knowledge gaps. You can choose the specific videos you need to be fully prepared for exam day. Our collection features the popular High 5 series—a student favorite where expert instructors break down highly testable content and share proven exam-room strategies. Additional videos offer essential guidance on effective study habits, stress management techniques for exam day, and how to interpret your results.
A student favorite, this podcast series offers downloadable audio files packed with essential tips on how to strategically prepare for and pass the CFP® exam.
Our Financial Planning Case Studies eBook, accessible through VitalSource, provides detailed scenarios to help students apply knowledge in practical situations. These cases delve into core disciplines—investments, retirement, tax, estate planning, insurance, and risk management—to mirror the complex, multi-topic questions found on the CFP® exam.
By working through these practical scenarios, you learn to integrate and synthesize information across different topic areas to practice making tailored client recommendations. This holistic, hands-on approach is crucial for grasping the complexities of financial planning, helping you develop the technical expertise and confidence required for both the CFP Board exam and your professional career.
Our full Online Mock Exam simulates the 6-hour CFP® exam day, providing an experience that mirrors the actual national exam. Each session features the same format you'll encounter on test day, including stand-alone questions, short scenarios, and longer case studies. Before starting, an instructional video provides expert tips on how to approach the exam. Once complete, you’ll see question rationales to help you gain a stronger understanding of topics.
Connect with an expert instructor for answers to all your exam and content questions.
You’ll have access to a private community forum, providing an online space to collaborate and engage with your instructor and fellow students. After you complete your program, you’ll gain access to our alumni and financial planners professional communities.
The Activity Feed is your study plan, personalized. It eliminates the "what now?" by dynamically guiding your weekly coursework through a living schedule built entirely around you. It adjusts in real-time, recalibrating your tasks based on what you complete and any time off you schedule to fit your life.
Performance Tracker doesn’t just show your progress—it learns your rhythm. By analyzing your strengths and potential gaps, it tells you exactly where to focus your energy to reach total mastery.
Practice with ~2,500 exam-like questions designed to test real-world knowledge and ability to apply it to real-world scenarios. Tailor your study by building custom quizzes to focus exactly where you need it most.
Instantly receive personalized study tips, content explanation breakdowns, and resource recommendations—whenever you need them—with AI tutor.
Our PassProtection Guarantee provides the ultimate safety net, offering the choice of 100% money back or a free Exam Prep Review if you do not pass.
What It Includes | Premium Package | Essential Package |
|---|---|---|
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. | ||
Core Materials & Resources | ||
Your exam prep review package includes PDFs of the six foundational textbooks from our CFP® certification education program. These serve as a comprehensive reference library should you need to revisit specific technical concepts in depth. | ||
Master the HP 10BII+ and Texas Instruments BAiiPlus financial calculators through our instructional videos and a digital workbook. These resources provide a thorough, hands-on understanding of financial calculator functions essential to your studies. | ||
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment helps you gauge your initial readiness and identify specific strengths and weaknesses, allowing you to focus your efforts strategically from the very start. | ||
Our study checklists are essential for CFP® candidates, providing a clear outline of what to accomplish and when. By systematically tracking your progress, you ensure every required topic is covered methodically, allowing you to confirm your understanding and approach the CFP Board exam with complete confidence. | ||
Each review topic includes a 'Summary of Commonly Tested Topics' eBook, accessible through VitalSource. These targeted resources help you prioritize the most challenging and highly testable concepts to maximize your study efficiency. | ||
Master complex topics with our targeted video library, designed to help you bridge any knowledge gaps. You can choose the specific videos you need to be fully prepared for exam day. Our collection features the popular High 5 series—a student favorite where expert instructors break down highly testable content and share proven exam-room strategies. Additional videos offer essential guidance on effective study habits, stress management techniques for exam day, and how to interpret your results. | ||
A student favorite, this podcast series offers downloadable audio files packed with essential tips on how to strategically prepare for and pass the CFP® exam. | ||
Our Financial Planning Case Studies eBook, accessible through VitalSource, provides detailed scenarios to help students apply knowledge in practical situations. These cases delve into core disciplines—investments, retirement, tax, estate planning, insurance, and risk management—to mirror the complex, multi-topic questions found on the CFP® exam. By working through these practical scenarios, you learn to integrate and synthesize information across different topic areas to practice making tailored client recommendations. This holistic, hands-on approach is crucial for grasping the complexities of financial planning, helping you develop the technical expertise and confidence required for both the CFP Board exam and your professional career. | ||
Our full Online Mock Exam simulates the 6-hour CFP® exam day, providing an experience that mirrors the actual national exam. Each session features the same format you'll encounter on test day, including stand-alone questions, short scenarios, and longer case studies. Before starting, an instructional video provides expert tips on how to approach the exam. Once complete, you’ll see question rationales to help you gain a stronger understanding of topics. | ||
Connect with an expert instructor for answers to all your exam and content questions. | ||
You’ll have access to a private community forum, providing an online space to collaborate and engage with your instructor and fellow students. After you complete your program, you’ll gain access to our alumni and financial planners professional communities. | ||
Personalized Study Tools | ||
The Activity Feed is your study plan, personalized. It eliminates the "what now?" by dynamically guiding your weekly coursework through a living schedule built entirely around you. It adjusts in real-time, recalibrating your tasks based on what you complete and any time off you schedule to fit your life. | ||
Performance Tracker doesn’t just show your progress—it learns your rhythm. By analyzing your strengths and potential gaps, it tells you exactly where to focus your energy to reach total mastery. | ||
Practice with ~2,500 exam-like questions designed to test real-world knowledge and ability to apply it to real-world scenarios. Tailor your study by building custom quizzes to focus exactly where you need it most. | ||
Instantly receive personalized study tips, content explanation breakdowns, and resource recommendations—whenever you need them—with AI tutor. | ||
Other Features | ||
Our PassProtection Guarantee provides the ultimate safety net, offering the choice of money back or a free Exam Prep Review if you do not pass. | ||
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 design) 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.
Not Finding What You're Looking For?
