Live Review Frequently Asked Questions

Why should I take a Comprehensive Live Review course?
The Comprehensive Live Review is a summary covering the six areas of the CFP® Certification Examination.  The Comprehensive Live Review is meant to be a review of your previously taken required education modules in preparation for the specific exam.

How long do you recommend waiting between my last education course and studying for the exam?
You should allow enough time to complete the pre-study before arriving to any of our Comprehensive Live Review classes.  We recommend that a review of our pre-study will take a total of 120 - 140 hours to complete.

When was your material last updated?
We update our material for each current testing cycle.

Can we defer payment or have a payment plan?
We do not have a payment plan as full payment is due at time of registration.

What type of credit cards do you accept?
We accept MasterCard, Visa, Discover and American Express.

How many topics are covered in the Comprehensive Live Review?
We thoroughly cover the topic list for the CFP® Certification Examination provided by the CFP Board including topics and subtopics.  This list can be found on the CFP Board website at

What is your pass rate?
Historically, our pass rate is approximately 10% above the national pass rate.  The history of the national pass rate can be found on the CFP Board website at  The CFP Board does not contact the Live Review providers directly with their pass rates as we soley depend upon our students to contact us with their results.

What communication should I expect once I have registered?
You will receive four separate e-mails.
  • Automated e-mail with Zahn policies
  • Automated e-mail Order Confirmation
  • Once your order is processed, typically within one business day, another e-mail is sent with your Student Center login information.
  • Automated UPS with shipping and tracking information from Quantum View UPS.

What materials should I expect once I register for a Comprehensive Live Review?
The Prestudy material (2 books) will be shipped same day via UPS ground (unless otherwise instructed) if your order is placed by 3:00 pm EST any business day.  The Comprehensive Live Review book will be distributed at the actual Comprehensive Live Review class upon registration.  You will also be granted access to the Student Center where you can take prestudy quizzes and mock exams; update your profile, print receipts and post questions to ask instructor.

What if I have a question about the material while I am working through it?
You will have access to "Ask Instructor" located in our Student Center once your registration is complete.

What is the format of the Prestudy material?
We have two textbooks which contain the lessons.  In addition you will also gain access to the online Student Center for quizzes and mock exams. 

How thoroughly do I need to know the material?
Getting through the Prestudy material is vital in setting yourself up for success in our program.  You should be able to readily answer any question about a subtopic within CFP Board issued Domain List.  To best prepare for the Comprehensive Live Review class, the Prestudy material will need to be 100% completed prior to the actual class.

What is the format of the classroom portion of the Comprehensive Live Review?
You will receive a hard copy classroom book upon registration at the Comprehensive Live Review which integrates all of the Prestudy material into a comprehensive study tool.

What attire should I wear to the Comprehensive Live Review?
You will want to be as comfortable as possible. Most students wear casual attire to the classroom portion of the Comprehensive Live Review.  IE:  shorts, t-shirts, sweatpants, bring a jacket/sweater the classrooms are typically on the cooler side. 

How do I register for the CFP® exam?
Zahn, Inc. is not responsible for you registering for the exam.  You must visit the CFP Board website at and complete their registration requirements.

What is your cancellation policy?
Withdrawal from the program: You will be refunded the original registration fee minus $600.  If you decide to re-register for our program, you will be charged the full registration.  Rescheduling (postponing) to a future testing cycle: You will forfeit the right to any further materials from the current testing cycle.  You will be charged a reduced fee of $475 to re-register for a later testing cycle.

When I pass the CFP® Certification Examination, do you offer continuing education classes?
Yes, we offer a full line of Continuing Education courses both Online and Traditional class setting.  Once you have notified us that you have in fact passed the exam, we will adjust your records with us to receive Continuing Education information.

When does material become available for each cycle?
Materials for each cycle are available approximately five months prior to the first scheduled class.  You may add yourself to our Wait List which allows us to communicate class information as it becomes available.  By placing your name on our Wait List there it does not mean that you are registered or we are holding a spot for you.

Does the class tuition price include hotel arrangements?
No.  Hotel, travel and dinner arrangements are the responsibility of the student.

How much does the material change between testing cycles?
We are constantly updating and changing the Live Review materials to give our students the most current information.  We always recommend that students have the current testing cycle materials.

Is there a deadline to register for the course?
There is no deadline to register so long as you have enough time to dedicate to the pre-study material and the location you wish to attend is not closed.  If you are struggling with this decision, please call our staff to assist you.

If I recently completed my education courses, do I still need to dedicate 120 - 140 hours with the pre-study material?
The 120 - 140 hours is an average time for studying.  Some students take longer and others take less time.  We do recommend that all students complete the entire pre-study prior to coming to class.

Is the hotel listed on your website the same where the class is being held?
Yes.  Each location has a block of sleeping rooms reserved for our students until the cut-off date listed.  The hotel locations listed on our website are where each of the classes are actually being held.

Can I just purchase material and not attend the 4-day Live Review?
This option is made available for our students who have attended a previous Comprehensive Live Review.  The cost to purchase materials only for those who are eligible is $300 plus shipping.

Do you offer an online Comprehensive Live Review?
We do not offer our Comprehensive Live Review online, nor do we anticipate doing so any time soon.

Can I purchase the Comprehensive Live Review and have the classroom material sent to me instead of attending a Live Review class?
No.  In order to receive your classroom Comprehensive Live Review manual you must be in attendance at the class.

Do you offer flashcards for the Comprehensive Live Review?
Yes.  We offer flashcards in Hardcopy, Audio / Online, and a Deluxe set (all three) for each testing cycle.  To purchase from our website, click on Live Review tab, Supplemental Materials, and select flashcard type.

Will I need to purchase additional study material for the CFP® Certification Examination?
The purchasing of additional study material is up to the student to decide.  We do offer supplemental materials in the form of Test Bank Questions and a Case Book Workshop should you desire additional materials.  These materials can be purchased from our website, Live Review, and then click the Supplemental Materials and select product type.

Is the CFP® Certification Examination fee included in the price?
The CFP Board fee is not included in the price of the Comprehensive Live Review.

Do I have to register with CFP Board prior to registering for the Comprehensive Live Review?
There is no requirement to be registered with CFP Board prior to registering for our Comprehensive Live Review, however we do recommend that you register with CFP Board as early as possible to avoid missing the deadline.

What time does the Comprehensive Live Review class begin?
At each location on our website there is a link marked "Class Schedule" that you can print off to have for your records.  The first day we recommend that you arrive 30 minutes early to complete registration and receive your class materials.

What calculator does the Zahn program recommend?
The Zahn material is written to be compatible with the HP 10BII and 12C.
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