Comprehensive Live Review

Because this is a Comprehensive Live Review, it is assumed that all participants will have studied at the very minimum the pre-study material that Ken Zahn will provide beforehand and/or material from similar review course programs. 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 class time.
All pre-study 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 pre-study 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 pre-study 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 pre-study 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.
We recommend that you visit CFP Board website to review the application process including Guide To CFP Certification.
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