CFP® Exam Prep Review

Pass your CFP® exam with a review package that guides you efficiently through highly testable topics and exam techniques. Select your exam month to get started. 


March Exam
July Exam
November Exam
Save 10% on Exam Prep Review for the July 2025 CFP® Exam

Through April 23rd, save 10% on our Premium Exam Prep Review package for the upcoming July 2025 CFP® exam.

Use code: CFP-Start2025

Review for the CFP® Exam with College for Financial Planning®—a Kaplan Company

10-Week

Our 10-week study plan has unique features to keep you on pace to exam day

76K+

The College has prepared over 76,000 professionals for the CFP® exam

Pass Guarantee

Our Premium Review includes PassProtection™ for the CFP® exam, our guarantee that you will pass—the first time

Gain 100% confidence you’ll pass the CFP® exam with College for Financial Planning®—a Kaplan Company, the original creator of the CFP® mark. Our Exam Prep Review aligns your test-taking skills with the objective of the exam—demonstrating the knowledge and competency needed for comprehensive financial planning. Based on years of research and evidence in how people learn most effectively, our 10-week Exam Prep Review seamlessly integrates three elements:

  • a curation of critical materials and study tools
  • choice of live online, ondemand or available onsite classes taught by expert faculty, and
  • a learning platform uniquely designed to keep you accountable and on pace to exam day, featuring a dynamic Activity Feed and Performance Tracker. 

 

Your choice of instructor-led review classes is available in our Premium Review Package:

Live Online

  • 11 live online class sessions
  • Interact with your instructor
  • Archived for further review

OnDemand

  • 30+ pre-recorded review classes
  • View anywhere at anytime
  • Ideal for a busy schedule

Onsite

  • 4-day in-person review classes
  • Enables dedicated focus and real-time interaction
  • Available in select locations

Compare Our Exam Review Packages

Premium Review Package
Live Online, OnDemand or Onsite Class
$1,399.00
Essential Review Package
$599.00
Review Materials and Study Tools
Choose between available Onsite, Live Online or OnDemand review classes based on your learning style. All review classes are led by the expert faculty of the College for Financial Planning®—a Kaplan Company, who not only provide personalized guidance in class but also via email as you study.
Review Materials and Study Tools
Choose between available Onsite, Live Online or OnDemand review classes based on your learning style. All review classes are led by the expert faculty of the College for Financial Planning®—a Kaplan Company, who not only provide personalized guidance in class but also via email as you study.
Includes CFP - Review Classes
Review Materials and Study Tools
Choose between available Onsite, Live Online or OnDemand review classes based on your learning style. All review classes are led by the expert faculty of the College for Financial Planning®—a Kaplan Company, who not only provide personalized guidance in class but also via email as you study.
CFP - Review Classes not included
Seven concise, yet comprehensive eBooks are the core of your review for the CFP® exam. Each eBook focuses on highly testable topics and provide examples and practice questions to align your test-taking skills with your application of testable concepts to real-world scenarios.
Seven concise, yet comprehensive eBooks are the core of your review for the CFP® exam. Each eBook focuses on highly testable topics and provide examples and practice questions to align your test-taking skills with your application of testable concepts to real-world scenarios.
Includes CFP - CFP® Certification Textbooks (PDFs)
Seven concise, yet comprehensive eBooks are the core of your review for the CFP® exam. Each eBook focuses on highly testable topics and provide examples and practice questions to align your test-taking skills with your application of testable concepts to real-world scenarios.
Includes CFP - CFP® Certification Textbooks (PDFs)
Through the combination of videos and digital workbook, students willl gain a thorough understanding of how to use the HP 10BII+ and Texas Instruments BAiiPlus financial calculators as part of their studies.
Through the combination of videos and digital workbook, students willl gain a thorough understanding of how to use the HP 10BII+ and Texas Instruments BAiiPlus financial calculators as part of their studies.
Includes CFP Exam Review - Financial Calculator Videos and Digital Workbook
Through the combination of videos and digital workbook, students willl gain a thorough understanding of how to use the HP 10BII+ and Texas Instruments BAiiPlus financial calculators as part of their studies.
Includes CFP Exam Review - Financial Calculator Videos and Digital Workbook
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment at the beginning of your study plan helps you gauge your overall readiness. It identifies your strong areas and those you find challenging, enabling you to focus accordingly right from the start
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment at the beginning of your study plan helps you gauge your overall readiness. It identifies your strong areas and those you find challenging, enabling you to focus accordingly right from the start
Includes CFP - Pre-Study Assessment
How prepared are you for the CFP® exam? This 100-question Pre-Study Assessment at the beginning of your study plan helps you gauge your overall readiness. It identifies your strong areas and those you find challenging, enabling you to focus accordingly right from the start
Includes CFP - Pre-Study Assessment

For topics that require a deeper review for you to master, our videos will help you get there. Choose the videos you need to be fully prepared on exam day.

Videos include  our popular High 5 series, one of our students' favorite review tools! Expert instructors focus specifically on highly testable content that you should pay extra attention to and ways to approach it on the exam.

Other helpful videos cover topics such as as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results.

For topics that require a deeper review for you to master, our videos will help you get there. Choose the videos you need to be fully prepared on exam day.

Videos include  our popular High 5 series, one of our students' favorite review tools! Expert instructors focus specifically on highly testable content that you should pay extra attention to and ways to approach it on the exam.

Other helpful videos cover topics such as as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results.
Includes CFP - Video Library

For topics that require a deeper review for you to master, our videos will help you get there. Choose the videos you need to be fully prepared on exam day.

Videos include  our popular High 5 series, one of our students' favorite review tools! Expert instructors focus specifically on highly testable content that you should pay extra attention to and ways to approach it on the exam.

Other helpful videos cover topics such as as tried-and-true study tips, how to de-stress and stay calm on exam day, and interpreting your exam results.
CFP - Video Library not included
A favorite study tool among students, this podcast series of downloadable audio files focus on useful tips on how to set yourself up to pass the CFP®  exam.
A favorite study tool among students, this podcast series of downloadable audio files focus on useful tips on how to set yourself up to pass the CFP®  exam.
Includes CFP - CFP® Exam Podcasts
A favorite study tool among students, this podcast series of downloadable audio files focus on useful tips on how to set yourself up to pass the CFP®  exam.
CFP - CFP® Exam Podcasts not included
Our study checklists are ideal tools for students studying for the CFP® exam because they provide a clear outline of what needs to be accomplished and by when. Students are able to accurately measure their progress and ensure that all necessary topics are covered methodically. Through being able to  systematically review and confirm their understanding of each required area, students become thoroughly prepared for the CFP Board exam.
Our study checklists are ideal tools for students studying for the CFP® exam because they provide a clear outline of what needs to be accomplished and by when. Students are able to accurately measure their progress and ensure that all necessary topics are covered methodically. Through being able to  systematically review and confirm their understanding of each required area, students become thoroughly prepared for the CFP Board exam.
Includes CFP - Study Checklists
Our study checklists are ideal tools for students studying for the CFP® exam because they provide a clear outline of what needs to be accomplished and by when. Students are able to accurately measure their progress and ensure that all necessary topics are covered methodically. Through being able to  systematically review and confirm their understanding of each required area, students become thoroughly prepared for the CFP Board exam.
Includes CFP - Study Checklists
As part of each review topic, you'll have a "Summary of Commonly Tested Topics” PDF in your online materials and study tools. This information will help you focus on the most highly testable and challenging topics to understand. 
As part of each review topic, you'll have a "Summary of Commonly Tested Topics” PDF in your online materials and study tools. This information will help you focus on the most highly testable and challenging topics to understand. 
Includes CFP - Summaries of Commonly Tested Topics
As part of each review topic, you'll have a "Summary of Commonly Tested Topics” PDF in your online materials and study tools. This information will help you focus on the most highly testable and challenging topics to understand. 
CFP - Summaries of Commonly Tested Topics not included
Our financial planning case studies are detailed scenarios designed to help students apply their knowledge of financial planning in practical situations. Case studies typically delve into various aspects of financial planning, including investments, retirement planning, tax planning, estate planning, insurance, and risk management. By working through these case studies, students learn to integrate and synthesize information from different topic areas, and practice making recommendations for clients based on their unique financial situations. This holistic hands-on approach is crucial for grasping the complexities of financial planning.

Case studies are excellent preparation for the CFP Board exam (as they mirror the type of questions students will face throughout the exam) as well as for the real work of advising clients. By working through practical scenarios, students develop the skills and confidence needed to provide effective financial advice in their professional careers.
Our financial planning case studies are detailed scenarios designed to help students apply their knowledge of financial planning in practical situations. Case studies typically delve into various aspects of financial planning, including investments, retirement planning, tax planning, estate planning, insurance, and risk management. By working through these case studies, students learn to integrate and synthesize information from different topic areas, and practice making recommendations for clients based on their unique financial situations. This holistic hands-on approach is crucial for grasping the complexities of financial planning.

Case studies are excellent preparation for the CFP Board exam (as they mirror the type of questions students will face throughout the exam) as well as for the real work of advising clients. By working through practical scenarios, students develop the skills and confidence needed to provide effective financial advice in their professional careers.
Includes CFP - Financial Planning Case Studies
Our financial planning case studies are detailed scenarios designed to help students apply their knowledge of financial planning in practical situations. Case studies typically delve into various aspects of financial planning, including investments, retirement planning, tax planning, estate planning, insurance, and risk management. By working through these case studies, students learn to integrate and synthesize information from different topic areas, and practice making recommendations for clients based on their unique financial situations. This holistic hands-on approach is crucial for grasping the complexities of financial planning.

Case studies are excellent preparation for the CFP Board exam (as they mirror the type of questions students will face throughout the exam) as well as for the real work of advising clients. By working through practical scenarios, students develop the skills and confidence needed to provide effective financial advice in their professional careers.
CFP - Financial Planning Case Studies not included
Throughout your review, a robust QBank of approximately 2,500 exam-like questions tests your knowledge and ability to apply it to real-world scenarios. To further focus your practice efforts, you can filter the QBank by subject area  or create custom quizzes.
Throughout your review, a robust QBank of approximately 2,500 exam-like questions tests your knowledge and ability to apply it to real-world scenarios. To further focus your practice efforts, you can filter the QBank by subject area  or create custom quizzes.
Includes CFP - Review QBank
Throughout your review, a robust QBank of approximately 2,500 exam-like questions tests your knowledge and ability to apply it to real-world scenarios. To further focus your practice efforts, you can filter the QBank by subject area  or create custom quizzes.
Includes CFP - Review QBank

A full online Mock Exam simulates the 6-hour exam day to give you an experience similar to taking the actual national CFP® exam. Each session of the Mock Exam includes questions in a format similar to the actual exam, including stand-alone questions and sets of questions with associated short scenarios and longer case studies. Before you attempt the Mock Exam, you'll have access to an instructional video that gives you tips on how to approach the exam.

After completing the Mock Exam, you'll see question rationales to help you gain a stronger understanding of topics.

A full online Mock Exam simulates the 6-hour exam day to give you an experience similar to taking the actual national CFP® exam. Each session of the Mock Exam includes questions in a format similar to the actual exam, including stand-alone questions and sets of questions with associated short scenarios and longer case studies. Before you attempt the Mock Exam, you'll have access to an instructional video that gives you tips on how to approach the exam.

After completing the Mock Exam, you'll see question rationales to help you gain a stronger understanding of topics.

Includes CFP - Mock Exam

A full online Mock Exam simulates the 6-hour exam day to give you an experience similar to taking the actual national CFP® exam. Each session of the Mock Exam includes questions in a format similar to the actual exam, including stand-alone questions and sets of questions with associated short scenarios and longer case studies. Before you attempt the Mock Exam, you'll have access to an instructional video that gives you tips on how to approach the exam.

After completing the Mock Exam, you'll see question rationales to help you gain a stronger understanding of topics.

CFP - Mock Exam not included
Learning Platform
The Activity Feed—a cutting edge study tool unique to our program—takes the guesswork out of creating a study plan. It provides personalized guidance on what to complete each week throughout your 10-week exam prep, ensuring an integrated and efficient study path to exam day. Your Activity Feed dynamically adjusts to both your progress and any scheduled days off, so you’ll always know what you need to do to stay on pace.
Learning Platform
The Activity Feed—a cutting edge study tool unique to our program—takes the guesswork out of creating a study plan. It provides personalized guidance on what to complete each week throughout your 10-week exam prep, ensuring an integrated and efficient study path to exam day. Your Activity Feed dynamically adjusts to both your progress and any scheduled days off, so you’ll always know what you need to do to stay on pace.
Includes CFP - Activity Feed for CFP® Exam Prep
Learning Platform
The Activity Feed—a cutting edge study tool unique to our program—takes the guesswork out of creating a study plan. It provides personalized guidance on what to complete each week throughout your 10-week exam prep, ensuring an integrated and efficient study path to exam day. Your Activity Feed dynamically adjusts to both your progress and any scheduled days off, so you’ll always know what you need to do to stay on pace.
Includes CFP - Activity Feed for CFP® Exam Prep
In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.
In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.
Includes CFP - Performance Tracker
In addition to giving you a snapshot of how you're progressing against all study plan activities, Performance Tracker helps you understand which topic areas you're doing well in and which areas need some work so you can master all knowledge topics.
Includes CFP - Performance Tracker
Email expert faculty of College for Financial Planning®—a Kaplan Company right from your learning platform as you study. Get all your exam-related questions answered from someone who knows what it takes to pass.
Email expert faculty of College for Financial Planning®—a Kaplan Company right from your learning platform as you study. Get all your exam-related questions answered from someone who knows what it takes to pass.
Includes CFP Exam Prep - Instructor Email Access via InstructorLink™
Email expert faculty of College for Financial Planning®—a Kaplan Company right from your learning platform as you study. Get all your exam-related questions answered from someone who knows what it takes to pass.
Includes CFP Exam Prep - Instructor Email Access via InstructorLink™
Other Features
We're so confident that our program will lead you to CFP® exam success on your first attempt, we guarantee it at no extra cost. If you do not pass the CFP® exam after taking a Premium Exam Prep Review class, you'll receive a completely free Premium Review package within a one-year time frame (three exam cycles).
Other Features
We're so confident that our program will lead you to CFP® exam success on your first attempt, we guarantee it at no extra cost. If you do not pass the CFP® exam after taking a Premium Exam Prep Review class, you'll receive a completely free Premium Review package within a one-year time frame (three exam cycles).
Includes CFP - PassProtection™
Other Features
We're so confident that our program will lead you to CFP® exam success on your first attempt, we guarantee it at no extra cost. If you do not pass the CFP® exam after taking a Premium Exam Prep Review class, you'll receive a completely free Premium Review package within a one-year time frame (three exam cycles).
CFP - PassProtection™ not included

Supplemental Mock Exams

If you choose the Essential Review program, supplement your review with an Online Mock Exam.

March Mock Exam
July Mock Exam
November Mock Exam

Free Resources

Take a free assessment exam, demo our review package, or read through a variety of exam preparation tips on our blog.

Access Now

Preview our Exam Prep Review

 

Need a little guidance?

Connect with a Wealth Management Enrollment Specialist if have questions about what exam prep package is right for you.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Original Creator of the CFP® 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.

Helped 76K+ Professionals Prepare for the CFP®️ Exam: Source: College for Financial Planning Internal Data. Number of graduates of CFP® certification program since 1972 eligible to sit for CFP®️ exam.

#1 Ranked Online Instructor-Led Program: Source: Wealthmanagement.com, The 15 Top-Ranked Instructor-Led Online Certificate Programs for the CFP Exam, May 2021.

91% Reported Increased Confidence Speaking with Clients: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 167 graduates whose most recent professional designation earned was the CFP® mark, are working in a financial planning role, and answered this question.

82% Reported Career Satisfaction After Earning CFP® Certification: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 182 graduates whose most recent professional designation earned was the CFP® mark and who answered this question.

78% Reported an Increase in Client Base: Increase in client base is dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any increase in clients resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. The sample includes 159 graduates whose most recent professional designation earned was the CFP® mark; worked in a financial planning role both the year before and the year after receiving their most recent professional designation; and answered this question.

16% Earnings Increase: Earnings increases are dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any earnings increase resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning between June 27 and August 7, 2023. For this survey, a sample of 951 2022 and 2023 graduates of the College for Financial Planning was interviewed online in English. This earnings increase was based on 155 graduates whose most recent certification was the CFP® mark and who were employed in a financial planning role both the year before and the year after receiving the CFP® mark.

Terms and Conditions: 10% off applies to Premium, EssentialPlus, and Essential education packages and courses, and CFP® Premium Exam Study Package only. All offers are for new enrollments only. To redeem online, enter code CFP-Start2025 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 March 19, 2025, and expires April 23, 2025, at 11:59 pm CT.