Comprehensive Live Review

I fulfilled the CFP's education requirement through a university program in the Fall of 2013, but I still needed to sign up for a review course to take the exam. Zahn came highly recommended to me by several successful financial planners at the firm I work at and I signed up for the July 2014 live review session. Unfortunately life happened and I had to postpone my review course and the exam. After a move across country and a couple years having passed, I was finally ready to commit to taking the test again. I signed up for the March 2017 testing cycle and received my pre-study material in October or 2016. I followed the timeline  Zahn uploaded to the student portal and used my flash cards to review concepts prior to taking the final quizzes. I completed all of the pre-work prior to the class and after the class, I followed the schedule that we set up depending on when we tested. If it were not for Ken Zhan's structured program and thorough review of concepts, I would not have passed. I had the option of purchasing additional questions but felt the material given was more than enough. Thank you Zahn for helping me be successful in passing the CFP exam!
Valerie Pate
March 2020 CFP® Certification Examination
CFP® Certification Exam
March 10-17, 2020
Application Date
February 25, 2020
July 2020 CFP® Certification Examination
CFP® Certification Exam
July 7-14, 2020
Application Date
June 23, 2020
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