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The study materials are very helpful in preparing for the CFP exam. The test questions in all the study materials appear more difficult than the actual exam, but that serves to strengthen the knowledge base, making me more prepared for the exam however mildly scared and frustrated one may get doing these prep questions. The Live Review (4-day) is totally worth it. You need to finish Pre Study as Zahn suggested. The instructor was so good and well suited for this educational role. Without the Post Study and Live Review, I don't think I could have passed. The App also has many questions to help you solidify your knowledge, although I didn't have time to review the acronym and glossary on the APP. Overall, I'm very satisfied with this course. The exam did have a few questions (e.g. on Medicaid, RMD) that were not in the study material, but that is to be expected given the depth of the areas being tested. I strongly recommend this course to those preparing for the CFP exam and thank you to all the help from this course.
Chi Hsiao

What We Do

Education

CFP Board-Registered programs available in Virtual or OnDemand formats with weekly or weekend only schedule options

Live Review

Live Review Exam Prep Study materials with Virtual or Live In Person formats by leading instructors

Continuing Education

Renew certificate with CFP Board approved courses including Code and Standards both Virtual and OnDemand formats

Securities Licensing

Securities Licensing Exam Prep Leading instruction with exam-focused materials