Earn The Certified Financial Planner (CFP®) Designation!
This course is specifically designed to help professionals prepare for and pass the CFP® Certification Examination.
For the candidate who demands the best! The Premium On-Demand Review Study Solution includes 8 digital textbooks, a full array of pre- and post-review products, SchweserPro™ Review QBank, InstructorLink™, plus our expert on-demand instruction and a handy in-class guide.
Plan to spend 200-300 hours with the pre-study materials
Utilize the recorded playback function to replay or review key concepts for each of the 11 three-hour sessions.
To complement the virtual instruction, students will receive our Premium Solution Package CFP study materials. These materials provide a comprehensive review of the CFP Board's topic list, as the key concepts on the exam are covered extensively. The Package includes:
- Pre-Study Videos
- Volume I: Fundamentals
- Volume II: Insurance Planning
- Volume III: Investments
- Volume IV: Income Tax Planning
- Volume V: Retirement Planning
- Volume VI: Estate Planning
- Volume VII: Case Book
- In-Class Guide
- CFP Online Review QBank
- Case Videos
- Online Mock Exam
- Mock Exam Video
- 2-Day Shipping for All Study Materials
- Available on-demand, the pre-review allows for more focused classroom time for challenging content
Volumes I-VI - Study Guides and Multiple Choice Questions
- Each volume provides detailed coverage including outlines, study guides, problems and solutions for the topics covered on the CFP® Certification Examination
- Includes examples, illustrations, multiple-choice questions, and rationales
- Delivers test tips and sample study plans to make the learning experience more efficient
Volume VII - Case Book
- Includes 16 cases, 40 item sets (mini-cases) and Cognitive Connections questions
- Concise study notes highlight critical CFP exam content and provide a note-taking format for post-class review
CFP Online Review QBank
- More than 3,000 questions to help you prepare for the exam
- Software allows you to keep score, track time, and analyze competency by topical area
- An excellent study tool for the serious candidate that wants a tailored study plan
A must-have set of resources and tools to prep for the CFP exam, including:
- Core Lecture Online Streaming Videos
- Exam Tips Videos
- Instructor-Led Office Hours (weekly real-time online Q&A sessions)
- Instructor Email Access
- Further develop your case analysis skill set with this on-demand study tool
Online Mock Exam
- Benchmark your studying against other candidates and simulate the actual examination with multiple-choice questions, item sets, and a comprehensive case
Mock Exam Video
- An instructor-led video that guides the student through questions and rationales of the Online Mock Exam
This Premium Solution Package will be shipped 2-Day via UPS within one business day upon ordering; students should expect to spend approximately 200-300 hours with these materials.
The following online assets remain active until the last day of the month of the review cycle in which you are enrolled: Diagnostic Exam, Pre-Study Videos, Case Course Videos, Mock Exam Videos, and Playback of Virtual Class-if applicable. The following online assets remain active for 12 months from the date of access: Mock Exam, Review QBank, Core Lecture Videos, Instructor-Led Office Hours, and Instructor Email Access.
The program is designed for the busy professional; it allows candidates to study from the home, office, or on the road, and you can plan your study schedule around your needs! Don't delay, enroll today!