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Trusted by 250,000+ Professionals
Trusted by 250,000+ Professionals
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
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Certified Financial Planners (CFP®s) are specialized financial planning professionals. In order to earn the CFP® designation, you need to pass the CFP® Exam.
Preparing for the CFP® exam is easy. But, the vast syllabus and burden of the exam can create pressure at the last moment. Do you have any plans for last-moment preparation? Or are you looking for the best CFP® Review course providers?
It's good news our research team did all the work for you! We have selected the list of top 5 CFP® exam review course providers based on course Quality, type, prices, and users’ ratings.
Continue reading for our in-depth review of the best CFP® review courses!
| Providers | MYCPE ONE | Kaplan | Wiley | Dalton | Boston |
|---|---|---|---|---|---|
| Price | $199 | $599 - $1,399 | $395 - $695 | $1,495 - $2,295 | $995 - $3,995 |
| Course Rating | 4.6 | 4.0 | 4.5 | 4.0 | 3.9 |
| Trustpilot Review | 4.9 | 4.2 | NA | NA | NA |
| Live Chat |  | |  | | |
MYCPE ONE offers a CFP® Review Course for those pursuing CFP® Certification. This is the last moment quick review course for the aspirants who are already prepared for the exam. Here you are going to study 70 most important CFP® Exam topics created by expert trainers. So, get ready for your exam within just 12 hours with MYCPE ONE Exam Review Course!
Kaplan is a well-known name in test prep. Kaplan CFP® review course includes case studies and practice questions. All of the courses at Kalpan are created as per the CFP® exam syllabus and according to specific topics. Over the years, they have helped thousands of students.
The Wiley CFP® virtual classroom prepares you for the CFP® exam over a seven-week period. In recent years, from 2023 to 2024, Wiley has not updated the course content, and may not be applicable to the exam curriculum. The course is designed by seasoned CFP®s who use their professional experience when designing it. Plus, your instructors will warn you about some mistakes to avoid when you work as a CFP®.
In the CFP® review course market, Dalton Education has the largest and most comprehensive CFP® prep program available. In addition to the in-depth course materials, videos, and test bank questions, prep courses tend to be among the most expensive.
Boston Institute of Finance's courses are designed, written, and taught by a team of CFP®s. As a result, they provide preparation for both the CFP® exam and the basics of professional financial planning. The topics for the CFP® review cours include Tax Deductions, Behavioral Biases, Options/Hedging, and more.
We hope this guide will help you reach your end goal of a rewarding career in financial planning.
It is possible for you to select the CFP® course that best suits your needs based on the information provided here. In case you're still unsure, here's our top recommendation:
A candidate must meet four requirements in order to become a Certified Financial Planner. A Bachelor's degree or equivalent is required as part of the education requirement. Other requirements include passing the CFP® exam, as well as professional ethics and work experience.
CFP® Board statistics show that just over 60% of people pass the exam. There are more pass rates for this exam than for many other finance and accounting exams, including CPAs and CFAs. In other words, this exam should be easier than these other certifications. The test isn't easy by itself, so don't underestimate your study plan.
Obtaining a four-year degree will take several years for you if you want to become a CFP® as an undergraduate. Additionally, if you've already earned a degree, you'll still need 4,000-6,000 hours of work experience. Additionally, candidates will still need to study for the exam for 1,000 hours in order to pass. You will take a long time to become a CFP, regardless of how you slice it!
A CFP® candidate will have to cover both the cost of education and the cost of the examination to become a CFP. There may be a difference in cost between these two requirements depending on where you live. A CFP® Board-approved online course can alleviate these costs by replacing in-person classes with a CFP Board-approved online course.
As soon as you complete the CFP® exam, you'll get an initial pass/fail result. However, you won't receive your official results for four weeks. It's a tough test, so don't get discouraged if you fail the first time. A retake of the exam is possible at the next testing date if you feel ready to do so, or at a future testing date if you do not feel ready.
Imtiaz Munshi, CPA (US), is the CFO at Azstec, LLC and a trusted advisor to high-net-worth entrepreneurs. A seasoned tax planner and a business strategist with his 25 years of experience, he helps businesses grow smarter and stronger. Imtiaz specializes in guiding entrepreneurs and enterprises through complex financial decisions with clarity and confidence. His passion lies in simplifying strategy, optimizing tax outcomes, and driving sustainable growth. Through his work and thought leadership, Imtiaz continues to empower CPAs and business owners to stay ahead in an evolving financial landscape shaped by AI, ESG, and data-driven change.
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