CFP® Exam Preparation

How Our Program Works

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Why Our Program Works

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Preparing for the CFP® Exam can be challenging. Rest assured Kaplan Schweser is dedicated to your goal: passing the CFP® Exam – The First Time. We guide you through the study process and address your specific needs, offering MORE to sustain your focus, improve your retention, and continually test your ability to apply concepts to client scenarios.

Kaplan Schweser's Accelerated Education Program

Taught by expert, credentialed instructors, our accelerated CFP Board-Registered 9-month program is comprised of 6 required education modules and an exam prep course (Live Review). Set up a complete study plan that is fully customizable to fit your learning style and schedule.

  Step One: Required Education  

These 6 modules provide the instruction and study tools needed to master all 89 financial planning topics on the CFP® Exam.

Each module includes:

 
 
Save $843 with PremiumPlus!!
PremiumPlus Study Solution
$4,999 for all six modules
and Exam Prep course 		Premium Study Solution
$749 per module
 
 

Virtual classes are generally conducted on Mondays, Wednesdays, and Thursdays. Each module consists of 7-8 three-hour sessions spanning three weeks. All virtual classes are recorded so that you can watch them at your convenience. Traditional classes are typically held over the course of 3-4 days for each module. A passing score of 70% or higher must be achieved in order to pass each section of the required education program.

Pre-study is strongly recommended prior to starting each unit.

Select Your Program Start:
 
  
 
  Step Two: Exam Prep (Live Review)  

Stay focused and finish strong in the final weeks leading up to the exam with Kaplan Schweser's comprehensive Live Review. The purpose of this course is to get you test ready: hone in on the critical content you studied in your required education program and provide you with test-taking tips and strategies.

Foundation Materials Pre-Review Resources Classroom Instruction Post-Review Resources

Your choice of:
Traditional
or
Virtual Classroom
Instruction

Live Review Premium Study Solution: $1,348

Essential Study Solution: $449

Live Review Class Only: $899

Virtual classes are generally conducted on Mondays, Wednesdays, and Thursdays. The Virtual exam prep program takes place over the course of four weeks and is comprised of 11 three-hour sessions. All virtual classes are recorded so that you can watch them at your convenience. Traditional classes are typically held over the course of 3-4 days.

Pre-study is strongly recommended prior to starting each unit.

Select Your Exam Date:
 
  
 

Additional Required Education Programs

Do you desire the freedom to study on your own time and own terms? Learn more about our self-paced online required education program.

Are you looking for a required education program located at a local university? Kaplan Schweser is partnered with universities across the nation. Find a program near you.

Note: The CFP Board has adopted a comprehensive case course requirement for candidates sitting for the CFP® Exam in 2012. This requirement means that if you are taking your education during 2011, you may need to take Kaplan Schweser's comprehensive case course.

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CFP Board does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser or verify or endorse the pass rates claimed by Kaplan Schweser. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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