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CFP® Certification Examination Review Programs

The Faculty Review conducts the following types of CFPâ Certification Examination Preparation courses, and other programs:

Six Day Program

This program allocates a full day to each of the six primary topics covered by the CFPâ Examination:

  1. Basics of Financial Planning
  2. Risk Management
  3. Investment Planning
  4. Income Tax planning
  5. Retirement Planning
  6. Wills, Trusts and Estates

This program may be offered on a Monday –Saturday basis, or on two weekends: Friday - Saturday - Sunday.

 

The program includes all materials, including our famous Study Guide.

 

Customized 3 and 5 day programs are also available.

Challenge Examination Preparation Program

A concise and effective program designed specifically for professionals who are eligible to sit for the examination because of the degrees or licenses they hold. Among those who may be eligible:

    • Licensed CPAs
    • Licensed Attorneys
    • Chartered Life Underwriter (CLU)
    • Chartered Financial Consultant (ChFC)
    • Chartered Financial Analyst (CFA®)
    • Holders of Doctorates in specified finance related fields

 

Case Study Workshop

A one day program which focuses entirely upon the type of case studies that may appear on the examination

 

Using The HP-12c Workshop

A three hour workshop which guides the participants on usage of the HP-12c and all types of time value of money calculations

 

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Customized Programs
 
The Faculty Review can create customized programs to meet the needs of individual corporations or organizations. Our materials can be tailored to the customers requirements.
 
Programs can be conducted at the organization's site, or at one of our many locations.
 
Contact The Faculty Review for details.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and Online Certified Financial Planning Courses - Certified Financial Planner, which it awards to individuals who successfully complete initial and ongoing certification requirements.

The Faculty Review does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNER™ and Online Certified Financial Planning Courses - Certified Financial Planner marks. CFP® certification is granted solely by Certified Financial Planner Board of Standards, Inc. to individuals who, in addition to completing an educational requirement such as this Certified Financial Planner Board of Standards, Inc.registered program, have met its ethics, experience, and examination requirements.

The Faculty Review is a course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc.does not endorse any review course nor receive financial remuneration from Review Course providers.

The Faculty Review
The Experts in Preparation for the CFP® Certification Examination