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Bart was very helpful and instrumental in providing ways to remember key points. I recommend the live review class to anyone serious about passing the CFP exam.

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

Securities Licensing

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