Live Review and Study Materials for the 
CFP^® Certification Examination

Insurance Achievement is excited to offer Live Reviews and Study Materials for the CFP^® Certification Examination through Kaplan Financial!  These programs have helped more than 12,000 financial professionals pass the CFP^® Certification Examination!    

IMPORTANT: Effective January 1, 2007:  In addition to fulfilling the education requirement, a bachelor's degree, in any discipline, is required in order to attain CFP® certification. For more information, visit www.cfp.net/become.

To order your study materials and schedule your live review, call 800-258-2432 or click here to download enrollment form. 


Live Review Offerings

Kaplan Financial's Live Review Course is offered in traditional and virtual classrooms, meeting the diverse needs of candidates. Select the program that compliments your schedule and learning style.  Recommended pre-study time is 200 hours for a total of approximately 250 hours with the Live Review.  All 101 topics set forth by CFP Board are covered.   

Kaplan Financial is pleased to offer the industry's leading Live Review Course in more than 30 classes in 19 states across the country.

Five-Day Review
This exam preparation course is an intensive program consisting of 38 hours of instruction conducted over Wednesdays through Sundays.  Cost is $900 plus textbooks for IA candidates...normally $925.
Click here for the five-day review dates and locations for 3/08 CFP^® Certification Examination

Six-Day Review
This exam preparation course is an intensive program consisting of 48 hours of instruction conducted over two (non consecutive) weekends, Friday through Sunday.  Cost is $900 plus textbooks for IA candidates... normally $990. 
Click here for the six-day review dates and locations for 3/08 CFP^® Certification Examination

Virtual Classroom Review
Our Virtual Review is an instructor-led, Web-based program that provides all the benefits of a classroom review from the convenience of the learner's home or office. This program format is a great option for those who have access to the Web and prefer not to incur the expense of travel.  It is an intensive program consisting of 48 hours of instruction conducted over 17, three-hour sessions held on Mondays, Wednesdays, and Thursdays. Learners receive real-time interaction with the instructor and students, and access to a recorded playback option.  Playbacks remain active until the first day of the CFP® Certification Examination.  Cost: $900 plus textbooks.

Experience our Virtual Review Course by visiting kaplanfinancial.centra.com

• Select Public Recordings from the top left-hand section of the screen.
• Click Playback for the Investments Review Demo.

Click here to review the virtual classroom review schedule for 3/08 CFP^® Certification Examination

Online Review Course
This self-study option proceeds through the topics listed by the CFP Board, beginning with a detailed outline of each topic to highlight key aspects of the material and concluding with review questions that will help you assess your mastery of each topic. The course also includes a 300-item simulation that can be used to prepare for the actual examination.  Cost: $625 per student.  Call 866-367-2204 for more information.


Guarantee  
If you are unsuccessful in passing the CFP^® Certification Exam after attending the live review, you can attend the live review again at no charge.

Instructors  
Live review instructors are extremely well trained and highly qualified.  All of the instructors have either earned their CFP^® Certification or are in the process of doing so.  Many have been members of CFP Board's various committees.  Click here for a list of instructors and their qualifications.  

Study Material Offerings

These materials will prepare you for the CFP^® Certification Examination and are required for the Live Reviews and the Virtual Review.

• Volume I-VI - Study Guides and Multiple Choice Questions - each volume contains outlines, study guides, problems and solutions for the six tested areas: 
  I-fundamentals, II-insurance, III-investments, IV-income tax, V-retirement and VI-estate - includes examples, illustrations, multiple-choice questions, rationales, test tips and sample study plans
• Volume VII - Case Exam Book - 16 comprehensive cases, 40 item sets (mini cases) and Cognitive Connections Questions
• Volume VIII - Mock Exam and Solutions - designed to simulate the actual exam including multiple-choice questions, items sets and a comprehensive case, revealing strong and weak areas  
• Understanding your Financial Calculator - guides you from basic to advanced calculations required to pass the exam
• Test Bank Software - more than 1,700 questions on CD allowing you to keep score, track your time and analyze your competency by the six tested areas
• Financial Planning Flashcards - more than 1,000 flashcards, organized into the six tested areas... great for memory and understanding  
  
  
  

Study materials may be purchased separately without the Live Review.
Study materials must be purchased with the Live Review or Virtual Live Review.
Study material components can be sold separately.

How to Qualify for the CFP^® Certification Examination

To earn CFP^® Certification, candidates must first qualify to sit for the CFP^® Certification Examination.  The three most common methods to qualify are:

1. CFP Board-Registered programs such as the Accelerated Certificate in Financial Planning!  Contact Insurance Achievement at 800-258-2432 to enroll in your program; or
2. Challenge Status by already holding either the ChFC^®, CLU^®, CFA or CPA designation; be a licensed attorney; or have a PhD (Business or Economics) or DBA from an accredited US college or university; or
3. Transcript Review

CFP^® Certification Examination:  

For more information on the CFP^® Certification Examination, contact CFP Board by phone: 
800-487-1497 or online:  www.cfp.net