Casebook Workshops

The Casebook Workshop will review 5 of the 8 comprehensive cases. The instructors will work through the cases by integrating the six major areas of financial planning: General Principles, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning. The questions and cases are based upon the CFP Board's 8 Domains for those preparing for the CFP® Certification Examination. This workshop is not a replacement for the Comprehensive Live Review.
Who should attend?
Students needing a better understanding on case study format prior to taking the CFP® Certification Examination.
Price: $250.00
Note: The Casebook Workshop is only valid for the current testing cycle.

July 2017 CFP® Certification Examination

  • CFP® Certification Exam: July 11-18, 2017
  • Application Date: March 23 - June 27, 2017

November 2017 CFP® Certification Examination

  • CFP® Certification Exam: November 7-14, 2017
  • Application Date: July 20 - October 24, 2017
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