Our Premium CFP® Exam Prep Review provide 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), or OnDemand classes or a Self-Study option. No matter which style best fits your needs, you'll sit for the 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.
Ensure you have met or will soon meet CFP certification education requirements before purchasing. To verify, please visit our requirements page.
Your Premium Review Package Includes:
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.
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:
Through the combination of videos and digital workbook, students willl gain a thorough understanding of how to use the HP 10BII+ and Texas Instruments BAiiPlus financial calculators as part of their studies.
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.
Other helpful videos cover topics such as as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results.
A favorite study tool among students, this podcast series of downloadable audio files focus on useful tips on how to set yourself up to pass the CFP® exam.
Our study checklists are ideal tools for students studying for the CFP® exam because they provide a clear outline of what needs to be accomplished and by when. Students are able to accurately measure their progress and ensure that all necessary topics are covered methodically. Through being able to systematically review and confirm their understanding of each required area, students become thoroughly prepared for the CFP Board 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.
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.
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.
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. | ||
Critical Materials & 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:
| ||
Through the combination of videos and digital workbook, students willl gain a thorough understanding of how to use the HP 10BII+ and Texas Instruments BAiiPlus financial calculators as part of their studies. | ||
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. Other helpful videos cover topics such as as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results. | ||
A favorite study tool among students, this podcast series of downloadable audio files focus on useful tips on how to set yourself up to pass the CFP® exam. | ||
Our study checklists are ideal tools for students studying for the CFP® exam because they provide a clear outline of what needs to be accomplished and by when. Students are able to accurately measure their progress and ensure that all necessary topics are covered methodically. Through being able to systematically review and confirm their understanding of each required area, students become thoroughly prepared for the CFP Board 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. | ||
PassProtection Guarantee | ||
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.
| ||
Not Finding What You're Looking For?
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.
