CFP® Exam Preparation



University Programs

  University Program Course Format  
Programs are available in 9- and 12-month curriculums and cover the following areas:
  • Fundamentals
  • Insurance
  • Investments
  • Income Tax
  • Retirement
  • Estates
  • Comprehensive Case Studies and Capstone Course

To learn more about our partnership program, please email us at: PartnerUniversities@kaplan.com

     

Kaplan Schweser has partnered with leading universities across the country to offer executive level, CFP Board Registered courses in financial planning. This program benefits both experienced professionals seeking to advance their careers and those entering the field for the first time.

For more information about a university's program, please contact the university about its program details.

Classes Are Available At These Universities


Bellarmine University
Bellarmine University
Louisville, KY
Belmont University
Belmont University
Nashville, TN
Christian Brothers University
Christian Brothers University
Memphis, TN
Colorado State University
Colorado State University
Denver, CO
Duke University
Duke University
Durham, NC
Duquesne University
Duquesne University
Pittsburgh, PA
Georgetown University
Georgetown University
Washington, DC
Loyola Marymount University
Loyola Marymount University
Los Angeles, CA
San Francisco State University
San Francisco State University
San Francisco, CA
Temple University
Temple University
Philadelphia, PA
University of New Mexico
University of New Mexico
Albuquerque, NM
University of Portland
University of Portland
Portland, OR
University of St. Thomas
University of St. Thomas
Minneapolis, MN
Xavier University
Xavier University
Cincinnati, OH
 

Study Solutions

Essential Review Study Solution Essential Review Study Solution
The ideal complement to your required course readings. Kaplan Schweser's Essential Review Study Solution provides further examples, illustrations, rationales, test tips, and student support. This product includes:

  • Direct email access to an instructor
  • An online customizable question bank with more than 5,000 questions
  • A comprehensive online mock exam

Buy the Essential Review Study Solution for the CFP® Exam

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No Products Currently Available for this Exam Track

Textbooks

Understanding Your Financial Calculator Understanding Your Financial Calculator
Designed to assist you in gaining proficiency in using and understanding your financial calculator. In addition to helping master the keystrokes for the financial calculator, it also can assist students with the underlying financial theory problems on the exam. Being familiar with the financial calculations is critical because mastering these problems is an important step to passing the exam.

All calculations are presented step by step, showing keystrokes and displays for five of the most popular financial calculators: the HP-17bII, HP-12c, HP-10bII, TI-BAII PLUS, and Sharp EL-733A.


Buy the Understanding Your Financial Calculator Book

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No Products Currently Available for this Exam Track

Personal Financial Planning: Theory and Practice Book Personal Financial Planning Series: Theory and Practice
Covers the fundamentals of financial planning, offering an in-depth understanding of personal financial planning from a professional perspective.

Buy the Personal Financial Planning Series: Theory and Practice Book

Product Price Buy
KS - Theory and Practice (6th Ed.) $99.00
(371.29 SAR)**

Personal Financial Planning: Cases and Applications Book Personal Financial Planning Series: Cases and Applications
Offers 14 comprehensive financial planning cases including exhibits and documents with more than 540 questions designed to help the student integrate the six major areas of personal financial planning.

Buy the Personal Financial Planning Series: Cases and Applications Book

Product Price Buy
No Products Currently Available for this Exam Track

Kaplan Schweser CFP Exam Review Books Kaplan Schweser Review for the CFP® Exam

Study guides that contain outlines, test tips, problems and solutions, and 16 cases and 40 item sets for each of the six tested areas of the CFP® Certification Examination.

  • Volume 1: Fundamentals
  • Volume 2: Insurance Planning
  • Volume 3: Investments
  • Volume 4: Income Tax Planning
  • Volume 5: Retirement Planning
  • Volume 6: Estate Planning
  • Volume 7: Case Book ($119.00)

Buy Kaplan Schweser Review for the CFP® Exam Books

Product Price Buy
Volume 1: Fundamentals $69.00
(258.78 SAR)**
Volume 2: Insurance Planning & EE Benefits $69.00
(258.78 SAR)**
Volume 3: Investments $69.00
(258.78 SAR)**
Volume 4: Income Tax Planning $69.00
(258.78 SAR)**
Volume 5: Retirement Planning $69.00
(258.78 SAR)**
Volume 6: Estate Planning $69.00
(258.78 SAR)**

CFP Flashcards Image Flashcards

  • More than 1,000 flashcards organized by the six exam topic areas
  • Great for building memory and understanding

Buy Flashcards

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No Products Currently Available for this Exam Track

Online Assets

CFP MP3 Audio Review Image MP3 Audio Review
A superior review tool composed of six topics which help in the retention of key concepts and essential knowledge by reinforcing the most testable topics. Downloadable to your MP3 player or available as streaming clips from the website.


Buy the Kaplan Schweser MP3 Audio Review for the CFP® Exam

Product Price Buy
No Products Currently Available for this Exam Track

SchweserPro Question Bank Image SchweserPro™ Education QBank

  • Drill and practice with more than 1,400 online questions to help you prepare for the exam.
  • Customize practice exams using the topics and number of questions you select.

Buy the CFP® Exam SchweserPro™ Review QBank

Product Price Buy
No Products Currently Available for this Exam Track

 

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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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