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Zahn Associates Live Review Program

Live Review Program Overview

The class instruction will focus on application, analysis, and case evaluation. Classes are offered both live in-person and virtually, both with the same rigorous format. The program instruction is taught by a CFP® professional working in the financial profession to bring life experiences into the program. Materials are specifically updated to maintain the most current materials for each testing cycle with approximately 1,800 questions available in our online portal. The Zahn Live Review program is a comprehensive 3-step process.

Current Locations

Pass Rates

Our pass rate is consistently 10% above the national pass rate. For more details on the CFP Board pass rates click here.

Tutoring Resources

For more information about private one-on-one tutoring click here.

3 Step Process

The Prestudy material recommendation is approximately 100 – 120 hours prior to attending the Zahn Live Review class. The Prestudy material includes Zahn Workbooks (2) with online quizzes, cases, and mock exams that should be completed prior to attending the Live Review class.

The Live Review Class format is 4 consecutive days, typically over a weekend offering 34 classroom hours. The Live Review class material includes a workbook with supporting text and video resources. The program cost includes a catered networking lunch to maintain a focused and timely experience for attendees. Please click here to see the locations.

The Post Study material recommendation is approximately 60 – 80 hours prior to sitting for the CFP Board exam. The Post Study material includes additional challenging comprehensive questions and cases. Material intensifies from start to finish.

I cannot say enough good things about the Zahn "experience". It was completely different than the program I went through with another provider. The Live Review was invaluable. Bart Brewer is an amazing teacher and tutor. I am so happy I discovered this program. I don't think I would have been able to pass without it, and that would have been especially disappointing considering this was my FOURTH attempt at the board exam. I couldn't believe it when I read the letter saying "CONGRATULATIONS!" I had waited a long, long time to read those words and Zahn made it possible!
Ann Marie
Premier Financial Group


Our Prestudy program includes Prestudy workbooks (2) with corresponding quizzes and mock exams, recorded subject matter videos, Ask Instructor bulletin board and a recommended study guide. There is a common misconception that if you have extensive industry experience or have recently completed a CFP Board registered education program that you can bypass this necessary step. On average, successful students spend 100 – 120 hours of study with the Prestudy materials. Completing this step best prepares you for the actual Live Review class.


Our Live Review program has helped thousands of students pass the CFP® Exam. The live class provides real time instruction and interaction, both virtually and live in-person offerings. Both virtual and live in-person have the same rigorous class format. Our instructors are CFP® professionals with years of real world experience and have taught all the education modules with our education partnered programs. They apply their practical experience to align with testing concepts to solidify subject matter. The program provides scheduled breaks and for the live in-person class - a networking lunch.


Upon completion of the Live Review class we estimate that students will spend 60 – 80 hours to prepare for the CFP® exam. A class specific study plan provided at the Live Review class will guide the student down the home stretch to testing day. The post work provides more challenging questions along with extensive case work and supporting subject matter videos. A detailed assessment summary will provide students with an assessment of their strengths and weaknesses.