Coronavirus (COVID-19) Update: Kaplan’s top priorities are the health and safety of employees, students, customers, and the community. If you have individual concerns, please visit our FAQ page ».

Free Resources & Materials
for CFP® Certification

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.

 

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.

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