Please Wait a Moment
We had 6 people from our firm sit for the March 2017 CFP and 5 out of the 6 passed. The 5 that passed all took Zahn, I suspect the one who failed may be doing Zahn for the next one!

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