Please Wait a Moment
I am forever grateful that I had the opportunity to spend four days with ken and learn so much! I don't think I could have passed without Ken's incredible insight and direct approach to this exam. For those that are considering the 4-day crash-course,---it's mandatory! Thank you Ken!

What We Do


CFP Board-Registered programs available in traditional and online formats

Live Review

Exam prep with study materials and traditional instruction by leading instructors

Continuing Education

Renew certification with CFP Board Quality Partner courses including Code and Standards

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Leading instructors present exam-focused materials for Series exam preparation.