Looking for expert CFP® help from a Instructor?
Check out our Instructor-Led Program

“I can say I was very impressed with how quickly my advisor responded to my questions, as well as his knowledge about the information. I want to thank him for helping me become a better advisor for my clients and I will highly recommend this program to my associates.”

Mutual of Omaha

“The instruction is very well done. The course material is comprehensive but easy to understand, and the support is fantastic.”

from Florida

“I thought the program itself was very well organized and the instructor-led sessions were invaluable. All of the instructors provided additional information and personal insights in a manner that was interesting and helpful.”

David S.

“I really enjoyed the program and have learned a lot. I really appreciated being able to download the lectures and other material at any time. The course was very accessible to those of us with weird schedules. I’d recommend the program to anyone.”

Pia D.

“I can’t say enough good about your CFP® Education Program!!! You guys are great. I have had a wonderful experience with this program both in content and support.”

Kathy H.

Instructor-Led Online CFP® Program

The Online Instructor-Led Program is an ADD-ON to the Self-Paced Program. It combines the best of both worlds.

You will receive our extensive CFP Board-registered, Self-Paced Program, combined with a biweekly online session with a live instructor who will lead you through all the complex topics you’ve been studying.

Your instructor will use widely-used web conferencing technology to lead you through assigned lessons from the Self-Paced Program coursework.

Key Features:

  • All sessions are archived and available for future viewing
  • Access to most current recorded version of ALL sessions
  • Archived sessions available for download
  • Ask questions of the instructor
  • Learn how topics are applied on the CFP® Exam
  • Reinforce retention of key topics
  • Work through practice questions

Have you seen our platform yet?
Get your free demo below:

Next Session

Start Date: May 14, 2020

End Date: April 1, 2021
(Designed to have you prepared for the July 2021 CFP® Exam.)

Meeting Frequency:
Biweekly sessions, Thursdays,
7pm – 9pm EST

Class Schedule:
To download, click here

Not sure if you prefer Instructor-Led or Self-Paced?

Find out more details about the different program options and how you can get started.

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