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CFP Review Course

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:


  • 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.


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.

Recommended Online Training Courses

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