Diagnostic Exam

Identify your areas of strength and weakness by exam topic to determine your area of focus.

Customizable Study Calendar

Create a customized study plan based on the number of days per week you have available to study.

Pre-Review Videos

Available on-demand, the pre-review videos allow for more focused classroom time for challenging content.

Textbooks

• Volume 1: Fundamentals of Financial Planning
• Volume 2: Insurance Planning
• Volume 3: Investments
• Volume 4: Income Tax Planning
• Volume 5: Retirement Planning
• Volume 6: Estate Planning
• Volume 7: Case Book
• Understanding Your Financial Calculator

• Exam Prep Textbook Sample
• Understanding Your Financial Calculator Sample

Textbooks

• AccFP 101 and 102: Personal Financial Planning Theory and Practice, 6th Edition
• AccFP 103: Investment Planning
• AccFP 104: Income Tax Planning
• AccFP 105: Planning for Retirement
• AccFP 106: Estate Planning

• Theory and Practice Textbook Sample

Classroom Instruction

• Traditional Class: Held in major metro areas.
• Virtual Class: Delivered via Stream57, this powerful e-learning software combines high-definition video and crisp sound to provide you the most compelling content along with instant instructor feedback and on-demand review of every class.

Select your program cycle to find class dates, times, and locations.

Classroom Instruction

• Traditional Class: Held in major metro areas.
• Virtual Class: Delivered via Stream57, this powerful e-learning software combines high-definition video and crisp sound to provide you the most compelling content along with instant instructor feedback and on-demand review of every class.

In-Class Guide

Concise and easy-to-use, these study notes highlight critical content and provide you with a convenient note-taking format for organized, post-class review.

• Exam Prep In-Class Guide Sample

In-Class Guide

Concise and easy-to-use, these study notes highlight critical content and provide you with a convenient note-taking format for organized, post-class review.

• Exam Prep In-Class Guide Sample

SchweserPro™ Review QBank

Online drill and practice question bank containing 5,000 questions enables you to:

• Create customized exams based on difficulty, length, or exam subject
• Build multiple exams, save them for future reference, allowing you to monitor your progress
• Browse questions by exam topic and view the answers and explanations
• Bookmark questions for future reference and print for practice on-the-go

SchweserPro™ QBank

Online drill and practice question bank containing 1,200 questions enables you to:

• Create customized exams based on difficulty, length, or exam subject
• Build multiple exams, save them for future reference, allowing you to monitor your progress
• Browse questions by exam topic and view the answers and explanations
• Bookmark questions for future reference and print for practice on-the-go

Online Mock Exam

Benchmark your studying against other candidates and simulate the actual exam with multiple-choice questions, item sets, and a comprehensive case study.

Mock Exam Video

Review the questions and answer rationales of the Online Mock Exam with this instructor-led video.

Online Cognitive Connections

High-level, topic-integrated questions intended to give you an idea of the most frequently missed questions.

Case Course Videos

Master item sets, questions contained in the multiple-choice section, and further develop your case analysis skills with this on-demand study tool.

Module 101

Module 101 introduces you to the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner along with some analytical skills to aid in financial decision-making.

Module 102

Module 102 considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs.

Module 103

Module 103 teaches you investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth.

Module 104

Module 104 reveals effective income tax planning strategies, whether personal or related to an individual's business interests.

Module 105

Module 105 deals with the single most important issue millions of people will be facing in the years to come: affording to retire.

Module 106

Module 106 presents the challenges of effective estate planning raised by tax code changes. It begins with a consideration of the estate planning process and the documents of transfer. The module then addresses the unified transfer tax system and the calculation of an individual's estate tax liability.

InstructorLink™

Interactive online support tools to keep you connected to our CFP^® Exam content experts.

• Instructor Email Access - Connect with an expert instructor for personal assistance anytime
• Instructor-led Office Hours - Receive weekly real-time instructor guidance through online question-and-answer sessions
• Searchable FAQs - Access a searchable database of frequently asked questions and sort by topic
• Video Library - Cover the core concepts of the CFP^® Exam with online streaming videos
• Exam-tips Blog - Stay focused and motivated in your studies with content discussion and study strategies

PassProtection™

Kaplan Schweser PassProtection™ for the CFP^® Certification Examination

If you do not pass the CFP^® Exam after purchasing a Live Review Study Solution, you will receive 50% off a subsequent Live Review Study Solution within a one-year window of time (three exam cycles).

To be eligible, you must submit your Official Score Report to fpexamresults@kaplan.com within three weeks of receiving it from the CFP Board. All exam results will remain confidential.

PassProtection™

Your investment in a Live Review Study Solution comes with the coverage of PassProtection™. If you need to retake the CFP^® Exam after purchasing a Live Review Study Solution, you will be eligible to receive 50% off your next purchase of an equal or lesser cost Live Review Study Solution within a one-year window of time.*

*Restrictions apply, call for details.