Certified Financial Planner – CFP

If you are looking to start a career in financial planning, there is no better place to start than the Certified Financial Planner Exam.

About the CFP

The CFP designation is the industry standard for financial planners with the highest degree of experience, education, and ethics. To get certified, and make yourself really stand out from other financial professionals in the job market, the first step is taking the CFP Exam offered by the CFP Board.

The exam is only offered three times per year, and has education requirements before you are allowed to sit. However, professionals who do pass the first round of the exams are far more likely to be actively recruited by Financial Planning firms, since it demonstrates not just an extremely high degree of competence, but also a strong ethical foundation and dedication to the profession.



Since reserving a spot can only happen in a narrow window, almost all candidates (particularly those who pass) use a comprehensive review kit covering all topics present in the 6-hour exam.

Thinking about CFP?

Finance Career Guide
What is a Certified Financial Planner (CFP)
How to become a CFP
CFP Program Overview Info Session
Careers in Finance

Exam Requirements, Fees & Scheduling

2019 CFP Exam Dates
CFP Designation Overview
CFP Requirements
CFP Exam Dates and Schedule

CFP Review Course and Practice Exams

One of the most popular CFP Review Courses is offered by Wiley Efficient Learning.

The Best Content
Hundreds of questions, complete study guide and more!

Bite-Sized Lessons
Master and entire lesson in 30-45 minutes.

Free Updates
Free online access and updates until you pass!

Learn from the Best
Learn from a leading team of top instructors.


CFP Review Course Details

Join over half a million candidates who have used Wiley Efficient Learning to help them qualify.

The Ultimate CFP Study Package – Our Silver Course includes:

  • Exam planner – Syllabus
  • Study Guide (2-volume print book or VitalSource ebook)
  • 500 practice questions
  • 500 test bank questions
  • Full-length mock exam
  • Student discussion
  • Until you pass guarantee

Special Pricing for Stock-Trak Students

As a benefit to using Stock-Trak, all students are entitled to a 25% discount on the Wiley Efficient Learning CFP Exam Review Course. For more details, click the link below:

CFP Exam Review