Whether you are a prospective or current student, our free resources are designed to help you understand the CFP® certification process and study more effectively, so that you can achieve your goal of passing the CFP® exam.


The Ultimate Free Resource
Your best free resource is a call to one of our Designation Specialists at 866.963.8329. They are dedicated to answering all your questions about the required education for CFP® certification and reviewing for the exam. They can help you choose the program that best suits your learning style, your career path, and your clients.


Exam Prep Review: Assessment Exam

This 50-question online assessment will evaluate your level of knowledge prior to developing a study plan. You'll receive instant scoring, including answers and solutions.

Free CFP® Certification Resources

Free Demo: Education

Preview our CFP® certification education program free for 5 days.

Textbook Preview: General Financial Planning

Get a sneak peek at the beginning of our education program to get a feel for whether CFP® certification is the right fit for you. 

CFP® Certification Guide

Learn about the steps to obtain and maintain CFP® certification.

Informative Webinars

Attend a free webinar about the CFP® certification process.

Changes to CFP® Exam's Knowledge Topics

As a result of CFP Board's 2021 Practice Analysis Study, principal knowledge topics tested on the CFP® exam will change starting with the March 2022 exam. 

Learn more about what's changing and how the College is equipped to ensure CFP® certification education and exam prep students are fully prepared.

Free CFP® Exam Prep Resources

Free Demo: Exam Prep

Try our exam review package for free with this 5-day trial.

Creating an Exam Study Plan

Download this free eBook about how to make the most of your study time.

Scholarship Programs for Financial Planning Education

College for Financial Planning®—a Kaplan Company awards scholarships that help qualified individuals cover the cost of coursework to pursue their CFP® certification, a professional designation, or a Master of Science Degree in Personal Financial Planning.

Learn More

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.