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Table of Contents

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!

Quick Comparison Table of Best CFP® Review Course Providers

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
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5 Best CFP® Review Courses in 2024

1. MYCPE ONE

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!

Pros

140+ Video Lectures (12+ Hours)
1000+ Quiz Questions with explanations
4 full-length practice cases included
100% On-Demand Courses
Monthly Live Mentoring Session
Google ratings- 4.8
Trustpilot rating- 4.9

Why Professionals Are Talking About MYCPE ONE?

Source- Trustpilot

2. Kaplan

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.

Pros

Comprehensive Study Materials
Adaptive Learning Platform
Interactive Learning

Cons

Kaplan's CFP® exam review course doesn't include flashcards, which may disappoint some students.
Expensive courses: Students who prefer memorization may want to consider alternatives.
Kaplan does not offer a mobile application for the CFP® exam review course

3. Wiley

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®.

Pros

1 full-length mock CFP® exam
Online Test Bank of 500+ practice questions

Cons

This course is not completely Updated for CPE exam Curriculum for 2024.
Wiley does not offer in-person courses.
The Signature Live Review is more expensive than other live reviews.
Expensive Courses

4. Dalton

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.

Pros

Mock Exams
Pre-Study Program
Question Bank, Mini-Cases, and Comprehensive Cases

Cons

Comparatively less affordable
The pre-study program may take longer than expected
It can be overwhelming to work with robust materials

5. Boston Institute of Finance

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.

Pros

Get Access To BIF's Mock Exam
3 QBanks (Pre-Study, Exam Prep, & Financial Calculator)

Cons

The course doesn't guarantee you'll pass the CFP® exam after using it
Courses are too expensive compared to other providers.
Quality of course, is not reliable

We hope this guide will help you reach your end goal of a rewarding career in financial planning.

Final Recommendation on CFP® Exam Prep Courses

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:

FAQs

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.

Allen Smith

Learning Consultant

The Authors, Allen Smith is a Practicing Certified public accountant and senior vice president at MYCPE ONE – Continuing Education Platform for Professionals. He understands the current needs of the education domain and strategies for the presenters to adapt the new changes.