CFP® Exam Live Review

Prepare to Pass the CFP® Exam

Four decades of the Zahn Method — Prestudy, a focused Live Review class, and Post-Study that carries you to exam day. Live In-Person or virtual, same rigor.

30,000+

CFP® exam passes

10%+

Above national pass rates

View Programs and Register Supplemental Materials

The Zahn difference

Every student gets the complete program.

Every Zahn student receives premium instruction, materials with prerecorded lectures, and exam-ready support. Zahn is dedicated to helping you pass the first time.

The Zahn Method

Prestudy. Live Review Class. Post-Study.

Four decades refining one thing: how people actually pass this exam.

Most exam prep is a weekend of cramming. The Zahn Method isn't — it's a disciplined sequence that starts weeks before class and carries through to exam morning, proven across 30,000+ passes since 1985. The three steps here are that method.

1. Prestudy

Prestudy begins weeks before class with structured materials, topic videos, quizzes, and mock exams so you arrive ready for Day 1. Instructor-led calculator videos walk you through the keystrokes you will use on exam day for HP 10bII+, HP 12C, and TI BA II Plus. This builds confidence using your calculator. The Exam Analyzer on prestudy exams shows where you are strong and where to focus next.

2. Live Review Class

A focused four-day class with credentialed CFP® instructors currently working in the industry. Choose a Live In-Person hotel venue or a live virtual classroom — same instructors, same rigor, same Zahn Method. Class days follow a clear sequence so you always know what to study next and why it matters.

3. Post-Study

After class, Post-Study carries you from the last day of Live Review through exam morning. Targeted videos, exams, and case studies keep the material fresh, and the Exam Analyzer on post-study exams shows exactly what to review. This is the stretch that turns four days of class into exam-day readiness.

Your Complete Toolkit

More Than a Class — A Complete Study Platform

Your Live Review tuition covers the four-day class plus full access to the Zahn Student Center and a free companion app. The Student Center is where you complete Prestudy and Post-Study — videos, quizzes, mock exams, and instructor support. The app puts podcasts and flashcards with you so you can keep studying wherever you are.

Inside the Student Center

Included with every program

A personal welcome call to start you on track with a Team Advisor
Prestudy and Post Study videos to supplement course material
Prestudy material includes instructor-led calculator instructional videos
Instructor-led exam review with 36 hours over 4 days including supplemental videos and roadmaps
Prestudy quizzes & mock exams
Post-study exams & case studies
Full-length practice exams
Ask an Instructor — real answers from CFP® instructors
Exam Analyzer available on Prestudy and Post-Study exams
Study Plan customized to your start date and exam date

The Zahn App — Study Anywhere

Free on Apple & Android

Podcasts for Prestudy & Post Study, by topic (included)
1,300+ glossary flashcards across all exam topics (included)
200+ financial acronym flashcards (included)

Just want extra practice materials — no class required?

Available on their own

Test Bank Questions (2 Volumes with 840+ questions each)
Casebook workshop
Flashcard sets by Topic in different media including (Hard Copy, Audio, Online)
Q&A Prep: 1,000+ on-the-go practice questions

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Returning Students

Didn't pass? You're not starting over.

A reduced retaker path reserved for Zahn students — repeat Live Review, updated materials, and targeted support.

The materials, instruction, and Student Center are built to get you ready. When a well-prepared candidate falls short, it usually comes down to time — an underestimated workload, a busy stretch at work or home, or a few topics that needed more reps than the calendar allowed. If that's where you landed, coming back is built to be easier the second time: a repeat Live Review at reduced retaker tuition, updated materials, optional one-on-one tutoring package, and a series of free live interactive, instructor-led study sessions by topic — targeting the specific areas that tripped you up, so you build on the work you've already done, not repeat it. This reduced retaker path is reserved for Zahn students — one more reason to start with us.

Live Review at reduced retaker tuition
Materials Only
Retaker Tutor Package
A series of free live interactive, instructor-led study sessions by topic

Didn't use Zahn for your first attempt? No problem. We've got you covered.

You do not have to be a returning Zahn student to get help on a retake. Call 800-881-1941 and a Team Advisor will help you choose the class, materials, and support that fit this exam window.

Call the office directly to speak to a Team Advisor on your retake options.
Schedule a call with an instructor
Participate in Retaker Study Sessions as a first-time Zahn student

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CHOOSE YOUR CYCLE

Exam Windows Open for Registration

First-timer pricing shown. Retaker pricing is confirmed in cart.

March 2027 $1,295 July 2027 $1,295

Exam Deadlines — July 2027

CFP® Certification Examination: July 13 – 20, 2027
Education Verification Deadline: June 22, 2027
CFP Board Application Due Date: June 22, 2027

More Information

Pricing Structure

$1,295

Price includes Prestudy Materials, 4-day class, and Post-Study Materials.

Orders before 2 PM ET process the same business day.
Students will not gain access to the course until the order has been processed.
Discounted Hotel rate available for Live In-Person locations.
Materials will not be processed/shipped until November 23rd.

Follows the class location time zone.
Lunch provided.

Day	Start	End	Subject
1st Day	8:00 AM	5:45 PM	Intro, Prof Conduct, General Principles, Investment
2nd Day	8:00 AM	5:45 PM	Investment, Income Tax, Psychology
3rd Day	8:00 AM	5:45 PM	Retirement, Estate
4th Day	8:00 AM	5:45 PM	Estate, Insurance, How to Study, Case Study

Virtual schedule follows Eastern Time.
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Two class schedules available

4 Consecutive days: Friday, Saturday, Sunday, Monday
2 Weekends: Saturday, Sunday, Saturday, Sunday

Day	Start	End	Subject
1st Day	9:45 AM	7:00 PM	Intro, Prof Conduct, General Principles, Investment
2nd Day	9:45 AM	7:00 PM	Investment, Income Tax, Psychology
3rd Day	9:45 AM	7:00 PM	Retirement, Estate
4th Day	9:45 AM	7:00 PM	Estate, Insurance, How to Study, Case Study

RESULTS

Proven Where It Counts — On Exam Day

Zahn students consistently outperform national CFP® exam averages. Our relatable instructors are passionate about one goal: helping you pass the exam. Our content and program materials are structured to challenge your knowledge in a way that eases your anxiety on test day. The best way to navigate tricky questions is to follow Ken's phrase "Know the Truths" on exam day. Our instructors will teach this proven strategy.

30,000+

Exam passes since 1985

10%+

Above national pass rates

40+

Years refining the method

“The Zahn Method gave me a clear path instead of a pile of materials. I walked into the exam knowing exactly how I had prepared — and I passed.”

— Sarah M., CFP® Professional

“Four days with instructors who still practice changed everything. The post-study plan kept me sharp until exam day.”

— Marcus T., Wealth Advisor

“I failed my first attempt on my own. After Zahn Live Review I passed on the next sitting. The retaker path made starting over feel possible.”

— Jennifer L., Financial Planner

“Virtual class still felt like being in the room. Same pace, same rigor, and the hotel wasn't a barrier to studying.”

— David R., CFP® Candidate

“Prestudy materials prepared me so Day 1 of class wasn't catch-up — it was acceleration.”

— Priya K., Associate Planner

“Zahn's pass rates aren't marketing fluff when you're in the room. The structure works if you work it.”

— Andrew P., CFP® Professional

Learn About Live Review Scholarships →

July 2027 Classes

Dallas, TX

Instructor:

6/25/2027 - 6/28/2027

Tampa, FL

Instructor:

Dates	Location	Instructor	Status
5/22/2027 - 6/6/2027	Virtual Live Review Class	Jim Tomik	Open
6/4/2027 - 6/7/2027	Kansas City, MO	John Puricelli	Open
6/4/2027 - 6/7/2027	Houston, TX	Steve Stetz	Open
6/4/2027 - 6/7/2027	Detroit, MI	Brian Biehn	Open
6/4/2027 - 6/7/2027	Charlotte, NC	Brandon Truitt	Open
6/11/2027 - 6/14/2027	Virtual Live Review Class	Brandon Truitt	Open
6/11/2027 - 6/14/2027	St Louis, MO	Jim Tomik	Open
6/18/2027 - 6/21/2027	Cincinnati, OH	Tim Hummel	Open
6/18/2027 - 6/21/2027	Los Angeles, CA	Steve Stetz	Open
6/18/2027 - 6/21/2027	Washington, DC	Jim Tomik	Open
6/18/2027 - 6/21/2027	Atlanta, GA	John Puricelli	Open
6/18/2027 - 6/21/2027	Chicago, IL	Brian Biehn	Open
6/18/2027 - 6/21/2027	Phoenix, AZ	Brandon Truitt	Open
6/25/2027 - 6/28/2027	Virtual Live Review Class	Tim Hummel	Open
6/25/2027 - 6/28/2027	Dallas, TX	John Puricelli	Open
6/25/2027 - 6/28/2027	Tampa, FL	Brian Biehn	Open

COMING UP

Future Live Review Classes

Registration is not open yet. Join the waiting list to be notified when materials and seats become available. Prior Live Review students are notified automatically.

November 2027

CFP® Certification Exam
TBA

Application Date
TBA

March 2028

CFP® Certification Exam
TBA

Application Date
TBA

Thank you for your interest in our CFP Board-approved educational program. We will keep you posted on upcoming classes.

By submitting your name to the waiting list, you are requesting that we notify you when materials are available for purchase. If you have previously registered for a Live Review class, you will be notified automatically so you do not need to sign up on the waiting list.

Cycle

Company

First Name

Last Name

Phone

Prepare to Pass the CFP® Exam

Prestudy. Live Review Class. Post-Study.

Exam Deadlines — July 2027

Live In-Person Daily Schedule

Virtual Daily Schedule

Virtual Live Review Class

Kansas City, MO

Houston, TX

Detroit, MI

Charlotte, NC

Virtual Live Review Class

St Louis, MO

Cincinnati, OH

Los Angeles, CA

Washington, DC

Atlanta, GA

Chicago, IL

Phoenix, AZ

Virtual Live Review Class

Dallas, TX

Tampa, FL

Tim Hummel

Jim Tomik

Brandon Truitt

Steve Stetz

Brian Biehn

John Puricelli

November 2027

March 2028