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Must do Zahn. Must do Live Review with Brandon. I switched to Zahn a couple days before the review class, and accordingly did not have time to do the pre-study before. I did the questions after + the review and was fortunate to pass, but not without the advice and guidance of the class and materials provided.

Steve
Bank of America Private Bank

What We Do

Education

CFP Board-Registered programs available in Virtual or OnDemand formats with weekly or weekend only schedule options

Live Review

Live Review Exam Prep Study materials with Virtual or Live In Person formats by leading instructors

Continuing Education

Renew certificate with CFP Board approved courses including Code and Standards both Virtual and OnDemand formats

Securities Licensing

Securities Licensing Exam Prep Leading instruction with exam-focused materials