![]() ![]() ![]() Both options include pre-study materials with 3,000 questions, a three-day in-person live review, and live review recordings. ![]() Brett Danko is another top name in CFP exam prep courses and teaches CFP Board-approved courses and continuing education.īrett Danko's Signature Live Review costs $2,195, and the Comprehensive Live Review is $1,395. You may email instructors with questions anytime through Kaplan’s software.īrett Danko earns our top spot for in-person learning because of the program's strong reputation for an effective virtual and in-person experience. Like some competitors, Kaplan offers a Diversity Scholarship to help remove the financial barriers for underrepresented groups in financial planning.īoth test prep courses include review books, a pre-study assessment, and access to Kaplan’s test bank. Depending on when you sign up, you may qualify for a small discount promotion. It also offers a free e-book to kickstart your study plan. However, the Essentials Review is a basic self-study option without these features.įor those feeling unsure, Kaplan offers a free five-day trial. The Premium Review also includes live classes, webinars, videos, CFP exam podcasts, and a mock exam. The Premium Review includes PassProtection, which allows you to retake the program for up to a year if you fail the exam. Kaplan offers two CFP exam prep courses: the Premium Review for $1,399 and Essential Review for $599. The La Crosse, Wisconsin-based company acquired The College for Financial Planning in 2018, and together, the companies offer CFP education and CFP exam prep courses. The company has been around since 1970, offering continuing education, licensing test preparation, and wealth management programs. Kaplan Financial Education made our list because of the company’s standout guarantee. You can contact Zahn Associates through an online form or call during business hours. The program materials include books, videos, exam roadmaps, a four-day in-person live review, and a 1,800-question test bank. While there aren’t currently any demos or discounts, some students may qualify for a Zahn Associates diversity and inclusion scholarship through 2050 TrailBlazers. You may hire one of Zahn Associates’ instructors for tutoring if you’re struggling, and if you have to retake the exam, you can use the Zahn Associates Live Review again at a discount. You can pay an extra $50 to $100 for flashcards, more test bank questions, and case studies. Each exam cycle has over a dozen in-person live review locations, and there are currently a couple of virtual options. The Zahn Associates Live Review costs $1,085 and includes a virtual pre-study, in-person live review, and virtual post-study. With a home base in Tampa, Florida, Zahn Associates reports its CFP exam pass rates are 10% above the national average. Zahn Associates, one of the best-known names for CFP exam prep, scored high for live instruction for its reputation, in-person experience, and multiple live review locations. You can also attend office hours for more in-depth answers. The company also offers financial assistance to underrepresented groups in financial planning through the Women’s Initiative and Diversity Initiative.īoth CFP exam prep options offer books, videos, live virtual classes, live office hours, live or in-person four-day live review, recordings of all lessons, and a 2,000-question test bank. Those looking to sample the program may access a Guarantee to Pass Demo. ![]() The Dalton Review is a similar course for $1,395 with fewer materials, no coaching calls, and no pass guarantee. You also get office hours, one-on-one coaching calls, digital flashcards, free retakes, and a money-back guarantee if you score 70% or better on the exam readiness quizzes but don’t pass the actual exam. The prep course includes a virtual pre-study program, in-person or virtual live review classes, and live review recordings. The Dalton Review Guarantee to Pass costs $2,195. The company provides CFP Board education courses and two CFP exam prep courses: Dalton Review and Dalton Review Guarantee to Pass. Founded in 2005, the Alpharetta, Georgia-based company boasts 20% to 25% higher pass rates than the national average. Dalton Education won the best overall because of the company’s in-depth CFP exam prep, flexibility, and strong money-back guarantee. ![]()
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