7 Best CFP Exam Prep Courses in 2024

The Certified Financial Planner Board of Standards, a non-profit organization establishing ethical, educational, training, and experience requirements for more than 30 years, offers the Certified Financial Planner exam, which students can prepare for by taking the CFP exam prep courses.

Passing the six-hour exam grants you a CFP certification that demonstrates to clients that you have fulfilled the high standards of the CFP Board and are dedicated to their needs, in addition to demonstrating that you have the education and experience necessary to obtain your CFP.

We looked at various CFP exam preparation courses to find the finest solutions.

Based on customer service ratings and the percentage of students who pass their certification examinations, all courses have an excellent track record and provide accurate study materials.

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What Is the CFP Exam?

To obtain the credential of Certified Financial Planner, you must pass the CFP exam.

Every year, exams with 170 multiple-choice questions are given in March, July, and November to gauge your financial planning proficiency.

These computer-based exams are proctored at an exam location.

You are given a 40-minute lunch break midway through the exam.

During the three-hour parts, you are permitted to take breaks as needed to use the restroom, but time does not stop while you are outside the exam room.

7 Best CFP Exam Prep Courses of 2024

• Overall Best: Dalton Education
• Live Online Course Best: CFP Exam Prep With Brett Danko
• Live In-Person Course Best: Zahn Associates
• Self-Paced Course Best: Kaplan Financial Education
• Best Value: Florida Atlantic University
• Affordable Pricing Best: Wiley Efficient Learning
• Best for Studying Anywhere: CFP Pocket Prep

1. Dalton Education

Dalton Education is the finest overall CFP Exam Prep Course since it provides a pass guarantee.

Former CFP Board of Examiners members instruct them, allowing you to retake the Review as much as you’d like without incurring additional fees.

Pros

• Provides a pass guarantee.
• Taught by past CFP Board of Examiners members
• Take the exam as many times as you want for free.

Cons

• One of the most costly choices
• Pass guarantee is an expensive extra.
• Limited office hours for teachers

2. CFP Exam Prep Courses With Brett Danko

The Boston Institute of Finance’s course was selected as the finest live online course supplier because it offers a fun live review by CFP specialist Brett Danko who also gives a pep talk before exam day to help you pass the test the first time.

Pros

• A fun and highly engaging live online course
• Encouraging students before exams
• Nearly 20 years of CFP exam preparation experience

Cons

• Instead of being a great CFP, the emphasis is on passing the test.
• If you fail, there is a $300 retake cost for the Basic Exam Prep course.
• Only one retake of the Signature Exam Prep course is permitted.

3. Zahn Associates

Our choice for the finest in-person course is Zahn Associates because it has locations around the nation, offers individualized post-study plans based on your skills and weaknesses, and has a pass rate 10% higher than the average rate.

Pros

• Individual post-study plans
• The pass rate is 10% higher than the national average.
• Nationwide and online course offerings

Cons

• The primary goal is for you to pass your test.
• Some criticism on the caliber of the study materials
• If you fail, you must pay to retake the course.

4. Kaplan Financial Education

 The CFP exam prep course from Kaplan Financial, a leader in online education, is no exception.

The greatest self-paced course allows you to study anywhere and whenever you want because it has an OnDemand option.

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Pros

• The cost of the Essential Review option is $449.
• Pass Protection is a component of the Premium Review package.
• Study whenever you want.

Cons

• The Essential Review option does not include Pass Protection.
• An overwhelming volume of information
• Essential Review has no mock exams, webinars, or videos.

5. Florida Atlantic University

If you completed your CFP education requirements at Florida Atlantic University (FAU), you are eligible for a free CFP exam prep course.

If not, the course is the best value at just $850 plus the cost of your books.

Pros

• If you completed your CFP at FAU, there is no charge.
• Live-streamed virtual sessions on six Saturdays
• Includes a virtual test online

Cons

• Books must be purchased through Kaplan.
• Books cannot be reviewed before purchase.

6. Wiley Efficient Learning

Since Wiley Efficient Learning is one of the least expensive CFP exam preparation options, it was given a spot on the list.

For as little as $445, you may sign up for the CFP Self-Study Course and have access to the materials until you pass the test.

Pros

• Three reasonably priced price ranges
• Until you pass, you have access to the course.
• Live online courses or on-demand courses

Cons

• No option for in-person instruction
• Smaller test bank compared to rivals.

7. CFP Pocket Prep

Although CFP Pocket Prep isn’t a stand-alone CFP exam preparation course, it has a solid reputation as an additional study aid.

The software won the top prize in this category for providing 700 CFP test questions for mobile practice on your phone or tablet.

You can also schedule reminders and keep track of your daily progress.

Pros

• A place to practice CFP exam questions
• Premium provides 700 inquiries.
• Guaranteed passage with Premium

Cons

• The monthly premium membership is $29.99.
• The free version has a 45-question maximum.
• App Store complaints about incorrect answers

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Conclusion

We hope this piece gives you the enlightenment you require to pick the Best CFP Exam Prep Course for you.

Lastly, we implore you to help share this piece in forums where it’d be relevant to the reader.