Please Wait a Moment
Brandon Truitt did an outstanding job teaching this class. Not only was he in command of all of the material, but he was able to provide a backstory on many topics that made it easier to understand and remember the material. A big reason why I was able to pass the exam. I would recommend this class and Brandon to anyone who is serious about the CFP certification.

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.