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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 Training Courses:

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