The only thing more difficult than taking the CFP® Certification Examination is having to retake the CFP® Certification Examination!
Why not significantly increase your chances of passing the CFP® Exam, the first time, by attending a comprehensive CFP® Review Course! Our CFP® Review Courses help candidates focus their CFP® preparation efforts in that critical period leading up to the CFP® Board Examination.
Who Should Register for our CFP® Review Course?
Candidates who have completed a CFP®-Board Registered Program
Candidates who intend to challenge the CFP® Certification Examination; click here to see eligibility requirements to meet challenge status.
Note: To become eligible for CFP designation, candidates must complete educational and other requirements, in addition to passing the CFP® Certification Examination.
Seminar Options
Our CFP® Review Courses are offered in both CFP® Live Classroom and via the Internet through our CFP® Virtual Classroom. Study materials are included in the tuition for all of our programs.
CFP® Live Classroom Program
This program blends self-study preparation and classroom instruction for an excellent learning experience. We offer the classroom portion of the program in differing formats and in numerous major cities:
Eight-Day Live Review Course 64 hours of instruction, conducted over three (non-consecutive) weekends, Friday through Sunday; taught in cooperation with Boston University instructors
CFP® Virtual Classroom Program
The Virtual Classroom Program offers the same exceptional combination of self-study and live instruction, though with two differences: students receive the classroom instruction delivered as a live class via the Web; and playbacks of all classes remain active until the first day of the CFP® Certification Examination.
Six Week Online Live Review Course 48 hours of instruction, conducted over 17, three hour sessions held on Mondays, Wednesdays and Thursdays
Recommended Courses & Available Training Options
To register for our CFP® Review Courses, either select one of the options mentioned above, or search under "Licensing/Designations" in the search box thereafter for "CFP - Certified Financial Planner".
For self-study materials, select one of the recommended courses listed below.