A students prepares for her March CFP exam with supplemental study tools.

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March 2026 CFP® Exam Prep Supplemental Tools


Similar to the actual exam, this online exam is divided into 2 sections, each containing multiple-choice questions, item sets, and a comprehensive case. The Mock Exam can serve as a diagnostic tool useful in identifying a student's areas of strength and weakness, and can help students focus on topics that they find more difficult.

Note: The Online Mock Exam is included with the purchase of a Premium Review.

Our Exam Prep Review Book package (available as eBook or print textbooks)  includes the following popular study tools to help you prepare for the exam:

 

  • Summaries of Commonly Tested Topics: Our summaries will help you focus on the most highly testable and challenging topics to understand.
  • 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 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.



Note: These study materails are included with the purchase of a Premium Review.

Shop Exam Prep Review Packages

We recommend a complete Review Study Package to effectively prepare for your CFP® exam. Explore our package options below. 

Premium Review Package

Recommended

Starting at $1,399

Our Premium Review study packages include your choice of Review Class, so you can fully immerse yourself in the curriculum and prepare to pass the CFP® exam.

Essential Review Package

Self-Study

$599

A full self-study review package, you'll receive our textbook set and a selection of online study tools to create your own review schedule.