CFP Certified Financial Planner Exam Prep
Master the CFP Exam: Comprehensive Prep for Your Financial Planning Certification
This intensive course provides a structured and in-depth review of all principal knowledge domains required for the CFP Board Certification Examination. It integrates theoretical concepts with practical application scenarios, ensuring a robust understanding of financial planning principles. Students will gain the confidence and expertise needed to successfully pass the CFP exam and embark on a rewarding career. This course is preparation and education only; it does not itself award a licence or credential, and requirements are set by the official exam body and, where applicable, your state. Every lesson includes tutor notes, an applied lab, worked exercises and a 12-question quiz you must pass at 80%, followed by a pooled final exam and free and paid practice tests.
Curriculum
One complete track with its own final exam and certificate.
Eight modules covering the full CFP Exam exam content, from foundations to exam readiness.
This module covers the ethical and professional responsibilities of a CFP® professional, including the CFP Board's Code of Ethics and Standards of Conduct, disciplinary rules, and regulatory environment.
- 1.1 The Fiduciary Duty and Professional Responsibilities Lab75 min
- 1.2 CFP Board's Code of Ethics and Standards of Conduct Lab75 min
- 1.3 Disciplinary Rules and Procedures Lab75 min
- 1.4 Regulatory Environment: SEC, FINRA, State Regulators Lab75 min
- 1.5 Client Privacy and Data Security Lab75 min
- 1.6 Professional Communication and Disclosure Requirements Lab75 min
Careers this prepares you for
- Certified Financial Planner
- Wealth Manager
- Retirement Planner