,The Best CFP Exam Prep Courses of 2021

Best CFP Exam Prep Courses

Pass your Certified Financial Planner Exam the first time

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In addition to assembly the training and revel in necessities to earn your CFP, passing the six-hour exam affords you with a CFP certification that indicates clients which you’ve met the rigorous standards of the CFP Board and are dedicated to their desires.

We reviewed some of CFP exam prep publications to determine the excellent options to be had. All of the courses provide accurate assessment cloth and feature a notable success document primarily based on customer service and what number of college students bypass their certification assessments.

The Best CFP Exam Prep Courses of 2021

Best Overall : Dalton Education

Dalton Education

Why We Chose It: Dalton Education is the first-class ordinary CFP Exam Prep Course as it gives a pass guarantee, is taught by using former contributors of CFP’s Board of Examiners, and lets you take the review as usually as you need at no additional cost.

What We Like
  • Offers a skip assure

  • Taught by former members of CFP’s Board of Examiners

  • Take the assessment a vast number of times for gratis

What We Don’t Like
  • One of the greater costly options

  • Pass assure is a highly-priced upload-on

  • Limited trainer office hours

Dalton Education became based in 2005 and is owned by using CeriFi. It gives the best common CFP examination prep direction because it gives a skip guarantee and its instructors are made from former participants of CFP’s Board of Examiners (now called Council on Examinations). You can also take the evaluate an unlimited wide variety of instances at no extra fee. 

Dalton has examination prep direction alternatives: one with a bypass guarantee for $2,195 and one without for $1,395. Both provide 36 hours of live online instruction, pre-examine booklets with over 100 hours of cloth, get right of entry to to teacher workplace hours, and a post-exam assessment. 

The Guarantee to Pass path also includes an character training session, weekly supplemental lectures, digital flashcards, and the Financial Calculator Essentials book. Although it expenses $800 more than the primary prep route, this path refunds you 100% of your enrollment fee in case you score 70% or extra on its readiness test and don’t bypass your CFP examination on the first attempt.  

Between the pre and put up-have a look at substances and the classroom, it takes about 2 hundred hours to complete Dalton’s CFP exam prep course. The check bank questions by myself require round 50 hours because there are so many.

Best Live Online Course : CFP Exam Prep With Brett Danko

CFP Exam Prep With Brett Danko

Why We Chose It: We chose the Boston Institute of Finance’s path because the company with the first-rate live on-line path as it gives an wonderful stay evaluation by using CFP expert Brett Danko who also offers a pep communicate earlier than exam day to help you bypass your take a look at the primary time.

What We Like
  • Highly-attractive and light-hearted live online path

  • Student guide through pep talks earlier than examination day

  • Almost 20 years enjoy in CFP examination prep

What We Don’t Like
  • Focus is on passing the test as opposed to being a outstanding CFP

  • $300 rate to retake the Basic Exam Prep direction if you fail

  • You can only retake the Signature Exam Prep course once

Noted CFP expert Brett Danko teaches stay training onsite in addition to online. His exam prep direction provided thru the Boston Institute of Finance is our choice because the quality stay on line path because he infuses humor into his education to loosen up quite a few the dry economic fabric which also allows with memory recall. 

The pre-look at portion takes approximately 100 hours to complete and the stay elegance is 4 days (approximately 32 hours). For post-have a look at, students will several weeks leading up to their test going through exercise questions and case studies. If you buy the Signature Exam Prep, you’ll additionally use that point on your four extra classes with Danko. 

Brett Danko offers two CFP examination prep course options:

Basic Exam Prep ($995) Signature Exam Prep ($1,795)
Three pre-study examination textbooks All Basic Exam Prep features plus:
Access to CFPquestions.com Two-hour Financial Calculator consultation
32 classroom hours with Brett Danko Four additional two-hour classes with Brett Danko
Live evaluation lecture room textbook Personalized study plan
450+ exercise questions 750+ exercise questions
10+ case studies 20+ case research
Pep communicate earlier than exam day Digital and hard replica flashcards
  Dedicated student consultant for one-on-one steering

For the Basic Exam Prep, you could retake the path for $three hundred. If you do now not skip your CFP examination without delay following the examination prep path and feature the Signature Exam Prep package deal, you could retake the course one time at no additional price.

Best Live In-Person Course : Zahn Associates

Zahn Associates

Why We Chose It: Zahn Associates is our select for the nice in-individual route as it offers locations all around the united states of america, custom submit-take a look at plans primarily based on your strengths and weaknesses, and a pass charge 10% above the countrywide price.

What We Like
  • Personalized publish-take a look at plans

  • Pass fee 10% above the country wide price

  • Classes positioned all over the united states and online

What We Don’t Like
  • Main focus is to get you to skip your check

  • Some court cases about the pleasant of look at substances

  • Must pay to retake the course in case you fail

Zahn Associates is a CFP examination prep direction provider presenting both live in-individual and on-line training. We picked it as the pleasant stay in-individual route due to the fact teachers provide a submit-examine plan after the stay elegance so you know precisely what you want to look at primarily based on your strengths and weaknesses. It additionally boasts a regular skip fee 10% above the national rate. 

Zahn Associates’ foremost goal is to get you to pass your take a look at. This manner there’s no certain coverage on subjects that aren’t protected loads on the examination. This differs from a direction like Kaplan, for instance, which makes a speciality of just about the whole thing. 

For $1,0.5, you obtain pre-take a look at books, a live 4-day review class with a CFP expert, case studios, films, and a take a look at plan on your submit-study paintings. If you want extra guide, you may work one-on-one with an instructor for a further value that varies by means of instructor. Zahn Associates also offers a scholarship via 2050 Trailblazers. 

Zahn Associates’ stay opinions take location in motel conference rooms all around the country, which includes Phoenix, Atlanta, Los Angeles, Tampa, and Chicago. You can also attend a evaluate magnificence on-line from the comfort of your house. 

The pre-take a look at paintings for Zahn Associates takes 100 to one hundred twenty hours with a further 34 hours of study room time. You can expect to spend 60 to 80 hours post-have a look at making ready on your exam after you're taking the live in-person elegance. Your elegance teacher will even offer you a detailed publish-examine plan based totally on your strengths and weaknesses.

Best Self-Paced Course : Kaplan Financial Education


Why We Chose It: Kaplan Financial is a pillar in the on-line studying area and its CFP exam prep route isn't any exception. It’s the nice self-paced path as it helps you to take a look at on your own time, everywhere way to its OnDemand option.

What We Like
  • Essential Review option is simply $449

  • Includes Pass Protection within the Premium Review bundle

  • Study at your very own tempo

What We Don’t Like
  • Pass Protection not available underneath the Essential Review choice

  • Overwhelming quantity of cloth

  • No mock examination, webinars, or motion pictures in Essential Review

Founded in 1970, Kaplan Financial Education is a division of Kaplan University and gives one of the most comprehensive CFP exam prep guides to be had. It’s the best self-paced direction because you can pay as little as $449, and you can study any time, anywhere at your very own tempo with OnDemand overview instructions.

Each evaluation elegance is led by way of an trainer from Kaplan and is going via key ideas on your observe materials. There are 25 pre-recorded classes in total which makes it easy to study quicker than you may in a study room.

Kaplan gives CFP examination prep applications:

Essential Review ($449) Premium Review ($1,348)
Pre-examine evaluation All Essential Review functions plus:
Seven overview books Live or OnDemand evaluation class
Activity Feed to screen and modify your tempo Five OnDemand webinars
Email get entry to on your trainer Learning Objective Videos
Performance tracker to show areas of electricity and weakness Downloadable audio files
  Mock exam
  Activity Feed to display and alter your pace
  Pass Protection

Kaplan’s Premium Review bundle includes Pass Protection, which means that if you don’t pass your examination to your first try, you’ll get a unfastened Premium Review package inside a one-yr time frame. With either package, you can assume to spend 2 hundred to 250 hours analyzing before you’re prepared to take your CFP exam.

Best Value : Florida Atlantic University

Florida Atlantic University

Why We Chose It: Florida Atlantic University (FAU) offers a CFP examination prep course without spending a dime in case you completed your CFP training necessities on the college. Otherwise, the path is just $850 plus the price of your books, making it the excellent price choice.

What We Like
  • Free if you finished your CFP at FAU

  • Live digital layout across six Saturday periods

  • Includes an internet mock exam

What We Don’t Like
  • You need to purchase books via Kaplan

  • Can’t evaluate books before you purchase

Florida Atlantic University is a public research university primarily based in Boca Raton, Florida, that gives a stay on line CFP exam prep path. It’s the excellent fee CFP exam prep course as it’s absolutely free in case you completed your CFP education necessities with FAU. Otherwise, it’s just $850 (plus the value of books). Each teacher is a working towards CFP, so that they can help you recognize actual-international programs of what you’re mastering.  

In addition to paying $850 for the path, you ought to purchase your books thru Kaplan, in an effort to set you lower back $331. The e-book package deal on Kaplan’s website is referred to as Essential Review Package however doesn’t element particularly which books are in it, so that you can’t necessarily try and get them cheaper elsewhere. 

While there are many extraordinary fashions of calculators you could use in your CFP examination, this direction calls for you to use a Hewlett-Packard HP-10-B II calculator. This is so teachers don’t have to spend time sorting out nuances of every person’s calculator even as teaching the exceptional keystrokes you need to realize. Additionally, it’s helpful to have spreadsheet knowledge before taking this direction.

Final Verdict

Obtaining your Certified Financial Planner designation can assist boom your authority and information operating in the economic industry. While the process of incomes your CFP can take years, it may give you a competitive facet within the workplace. A CFP exam prep direction can growth the chances of you passing your examination way to stay training, videos, take a look at bank questions, and workbooks. 

We advocate Dalton Education for your CFP exam prep path due to its skip guarantee and the way you can retake the direction as often as you want to pass the exam. Plus, it’s taught by former individuals of the CFP Board of Examiners.

Compare Providers

Course Name Why We Picked It Cost Length of Course
Dalton Education Best Overall $1,395 or $2,195 two hundred hours overall
CFP Exam Prep With Brett Danko  Best Live Online Course  $995, $1795, or $1,995 32 school room hours plus pre and put up-take a look at 
Zahn Associates  Best Live In-Person Course  $1,1/2 194 to 234 hours overall 
Kaplan Financial Education  Best Self-Paced Course  $1,348 + non-compulsory add-ons or $449 2 hundred to 250 hours overall
Florida Atlantic University  Best Value $850* plus $331 for books 36 hours

*loose to college students who entire the CFP Board’s required courses at FAU

Frequently Asked Questions

What Is the CFP Exam?

The CFP exam is the examination you should pass to earn your Certified Financial Planner designation. Exams take place in March, July, and November each year and encompass one hundred seventy multiple-choice questions designed to check your expertise of monetary planning in six hours. These tests are proctored at an examination website and are accomplished on a pc.

Half-way thru your examination, you get a forty-minute break for lunch. You might also take breaks as had to use the toilet during the three-hour sections, but the clock does now not forestall even as you’re out of the examination room.    

How Do CFP Exam Prep Courses Help You Pass?

A CFP exam prep route makes a speciality of the fabric most in all likelihood to show up to your real CFP examination. Most instructors or professors are also active CFPs, and some are even former contributors of CFP’s Board of Examiners. Your teachers will train you the ideas you want to know and will usually provide you with a detailed breakdown of what to study and whilst. 

Exam prep publications commonly consist of motion pictures, take a look at financial institution questions, mnemonics that will help you memorize formulation, and preparation for what to anticipate while you're taking your test. There’s a CFP exam prep course for every learning style, such as self-paced, virtual, or in-character.   

Is a CFP Exam Prep Course Worth It?

A CFP exam prep path is a lot like a bootcamp in particular designed that will help you pass your CFP exam. According to people who’ve handed the CFP exam, the first-class manner to prepare in your examination is to take a overview course and exercise check questions. Almost all prep guides include hundreds of take a look at questions, and a few even consist of heaps. If it’s on your finances, it’s worth taking a direction. 

How Much Do CFP Exam Prep Courses Cost?

Some instructional establishments, like Florida Atlantic University, consist of the fee of an examination prep direction of their training. If you pay for a standalone CFP examination prep path, you may count on to pay around $1,000 and as plenty as two times that for extras like flashcards, webinars, or one-on-one tutoring. You may qualify for scholarships or different economic resource resources to help you pay on your examination prep. 

How Many Hours Does It Take to Complete a CFP Exam Prep Course?

A CFP examination prep course generally involves pre-have a look at, a study room experience (whether or not live or virtual), and put up-study. Combined, you may anticipate to spend around 200 hours studying. Keep in mind this is further to other CFP requirements, together with training necessities which could take 12 to 18 months. Some professionals may be capable of skip the training requirement.

While you do now not need to have a Bachelor’s degree to sit down for the examination, some prep guides require it earlier than you may take the course. Otherwise, you have got 5 years to earn your Bachelor’s diploma from the date you pass your examination. Other CFP exam necessities encompass 6,000 hours of expert financial making plans revel in or four,000 hours as an apprentice. 


We evaluated 17 unique CFP examination prep publications and narrowed them right down to the first-class 5 options based on various features and considerations, along with region, prices, student aid, and reputation. Reviews of customer service, pleasant of training, and examination fulfillment prices weighed heavily into our selection. 

All of our alternatives have a high-quality popularity for assisting college students reap their CFP designation the primary time, and a few even offer reductions on next courses if college students don’t skip their CFP examination.

Article Sources

  1. CFP Board. "CFP Exam Review Courses." Accessed March 24, 2021.

  2. CFP Board. "Accelerated Path: Get Certified Faster." Accessed March 24, 2021.

  3. CFP Board. "The Certification Process." Accessed March 24, 2021.