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Although I felt totally prepared going into the exam, it was much harder than I expected. thank goodness I took this review course, I could not imagine passing the exam without knowing what material to focus on. I did complete all the pre-study before attending the Live review and put in over 100 hours after the review class. Did every test at least once. And still felt unsure about many of the questions! Thankfully passed!
Adrienne
Merrill Lynch

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

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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