Because this is a Comprehensive Live Review, it is assumed that all participants
will have studied at the very minimum the Zahn PreStudy which will be
provided upon program registration. It is further
assumed that class participants will have an in-depth understanding of the five
course areas of General Principles, Insurance, Investment, Income Tax, and Retirement
along with Estate Planning prior to attending our class. Comprehensive Live Review
instruction will focus on application, analysis, and case evaluation. Because time
is limited, questions during class will be restricted to the material for the CFP®
Certification Examination. Personal interest questions will not be entertained during
All PreStudy materials are constantly being updated for the current testing exam
as we do not recommend using older materials to prepare for a more current exam.
This material includes approximately 1,800 questions with quizzes, mock exams, and
cases. The PreStudy material recommendation is approximately 120-140 study hours
prior to attending the Comprehensive Live Review class.
As you may or may not be aware, the CFP® Certification Examination includes
three cases. The Zahn Program PreStudy addresses the building blocks to answering
case study questions. It begins with basic cases which expand in length and intensity.
There are numerous cases in the PreStudy as well as ten cases in the Comprehensive
Live Review book.
The Comprehensive Live Review uses an uniquely designed textbook compiled by Ken
Zahn. This book is designed to limit the need for note-taking as the material in
the book is condensed and focused. The book content is structured to coordinate
with, but not duplicate, information that is either covered in the various CFP Board-Registered
Programs or various self-study materials available nationally.