CFP® Exam Preparation


Program Path

At Kaplan Schweser, we guide you through every step of the way in your pursuit of CFP® certification— from building your foundation of financial planning knowledge to the synthesis of complex, real-world concepts in final exam preparation. Start by choosing the study method that best matches your preferred learning style.

STEP 1: Kaplan Schweser's Education Programs for CFP® Certification
Choose from the following learning options:
  • CFP® Exam Education Study Solutions
    Purchase a Premium Study Solution for each of the six CFP® Exam Education modules. Each Study Solution lets you choose from these classroom options:

    • Traditional Classroom: 4-day, instructor-led courses in select major metro areas
    • Virtual Classroom: Web-delivered, instructor-led courses featuring live and archived classes with online support
  • University Programs
    Instructor-led courses given at prestigious universities across the country featuring comprehensive case studies
  • Self-Paced Online Classroom
    Courses taken at your own pace with online support from subject matter experts
STEP 2: Kaplan Schweser's Exam Preparation Review Course for the CFP® Exam
Choose from the following options:
  • Premium Live Review Study Solution
    Offers two flexible instruction delivery formats:

    • Live Review Traditional Classroom: 4-day format. Instructor-led courses in major metro areas with online support
    • Live Review Virtual Classroom: Web-delivered, instructor-led courses featuring live and on-demand classes with online support
  • Essential Live Review Study Solution
    A self-study solution that includes textbooks, direct email access to an instructor, and an online customizable question bank with more than 5,000 questions that simulate the exam.
STEP 3: Pass the CFP® Exam
For Online Access click the login button to the right.
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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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