Our Exam Prep Review aligns your test-taking skills with the objective of the exam—helping you demonstrate the knowledge and competency needed for comprehensive financial planning. Based on 50+ years of experience, research, and evidence, our 10-week Exam Prep Review equips you to pass the test with confidence. Choose from OnDemand, Live Online, or Onsite modalities.
Increase your competitive edge by learning directly from the creator of the CFP® certification. Join more than 78,000 professionals who’ve prepared for the CFP® exam with us.
Master the CFP® exam and earn your mark by learning from instructors who bring 150+ years of combined, real-world experience to every lesson.
Protect your investment with your choice of your money back or a free enrollment in another Premium Exam Prep Review should you need a second chance (must be eligible).
Maximize your chances of passing with a review program that boasts a 98% first-time pass rate among surveyed students who completed our Premium Exam Prep Review*.
Tailor your study journey with an Activity Feed to guide your weekly coursework, Performance Tracker to pinpoint focus areas, and an AI Tutor for instant support.
Enroll in your Exam Prep Review and walk into CFP® exam day with the confidence to pass on your first try.
30+ prerecorded review classes
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11 live online class sessions
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4-day in-person review classes
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Available in select locations
Know. Demonstrate expertise in personal financial planning topics and fiduciary duty, including the financial planning process and insurance, investments, income tax, retirement, and estate planning.
Apply. Apply quantitative methods and knowledge framework in personal financial planning for their clients and are able to apply advanced methods in portfolio management, pre-retirement planning, and complex issues in tax and estate planning as part of the financial planning process.
Critical Analysis and Evaluation. Bring a sophisticated level of critical evaluation and analysis to consideration of client-specific scenarios.
Communicate. Demonstrate ability to educate and communicate with clients using client-centric verbal, written, visual, and numerical presentations to engage clients throughout the financial planning process.
Professional Practice. Employ ethical, regulatory, and legal guidelines when making financial decisions and recommendations.
Lifelong Learning. Engage with the CFP Board in the adoption of changes in financial planning-related processes and tax laws and other regulations.
Creator of the Mark: In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning® were created to help meet the financial needs of Americans. In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organization. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organization, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board. For more information, please visit https://www.cfp.net/about-cfp-board/history.
PassProtection™: Applicable to Premium Exam Prep Review product only. Terms and conditions apply. Visit https://www.kaplanfinancial.com/cfp/exam-prep-review/pass-protection for more information.
74,000 Professionals Prepared: Based on graduates of the College’s CFP® certification program who became eligible to sit for the CFP® exam.
Terms and Conditions: 10% off applies to Premium, EssentialPlus, and Essential education packages and courses, and Premium CFP® Exam Study Package only. All offers are for new enrollments only. To redeem online, enter promo code CFP-Go2026 at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, and is not redeemable for cash value. Offer begins at 9:00 am CT July 15, 2026, and expires August 19, 2026, at 11:59 pm CT.
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