Please Wait a Moment
The material that the CFP Board exam covers is quite comprehensive. The live review was extremely helpful in that it helped develop a plan to understand the material, understand how the writers test this information, and focus on what is necessary to be successful.

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 Ethics