Exam Review Courses

For the convenience of those pursuing certification, CFP Board has compiled a list of exam review course providers that may help in your exam preparation. These courses and their providers are not endorsed or recommended by CFP Board.

Those who have passed the CFP® exam say the best ways to prepare are taking a review course and focusing on the practice questions. 

There are numerous formats for taking an exam review course, including classroom, online or self-study. If you are looking for an exam review course, consider available providers and their offerings, qualifications and ability to meet your requirements.

Additional exam review course providers can be found by searching online—we also recommend checking out the CFP Board Candidate Forum, as candidates frequently talk about the resources they found helpful on their path to exam preparation.

Boston University

Brett Danko Educational Center

College for Financial Planning

Dalton Review

Florida Atlantic University

Grand Valley State University, Seidman College of Business

JR Financial Group - Rattiner's Financial Planning Fast Track, Inc.

Kaplan Schweser

Zahn Associates

Northwestern University, School of Continuing Programs

Oakland University

The American College

The Boston Institute of Finance – BIF Review

University of California – Irvine

University of California – Los Angeles

University of Georgia

As you prepare for the exam, be sure to log into your account dashboard and review the exam preparation checklist and resources that CFP Board offers.