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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.
We’ve prepared more than 74,000 professionals for the CFP® exam.
Learn from expert faculty who knows what it takes to pass.
We guarantee you will pass the exam on your first attempt.
Choose the learning format that meets your needs and goals in terms of pace, structure, and online vs onsite delivery.
Our learning platform is uniquely designed to keep you accountable and on pace to exam day, featuring a dynamic activity feed and performance tracker.
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.
