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While you may use the minimal requirements shown below, we recommend using a faster system and faster Internet connection. Some courses may take time to download on 56k modem. If your computer is not up to par, the local library should have on-site computers available and connected to the Internet free of charge.
• IBM PC Compatible Computer (minimum 200 MHz processor with 32MB RAM)
• Sound Card with speakers or headphones
• SVGA (800x600) video card, driver, and monitor
• Microsoft Windows 95/98/ME/NT/2000/XP or VISTA
• Internet connection (minimum 56Kbps recommended)
• Microsoft Internet Explorer version 6.0 or greater (free download below)
• Macromedia Shockwave/Flash Player 7.0 (free download below)
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If you do not meet the software requirements from above, please download the latest version by clicking on the links below.
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Preparing for the CFP(R) Examination
How We Can Help
Certified Financial Planner (CFP®) Preparation Courses
The CFP® Certification Examination is one of the most difficult examinations in the financial services industry, therefore it is imperative to prepare for this exam with a rigorous review program. You may have heard from CFP® professionals they attended a four or five day review class to "bring it all together." Many will tell you that they could not pass without a review. But, what if there is no review class in your area or you do not want to be away from your office and home for an entire week? How can you get the benefits of a class without the costs and hassle? Our online review programs are your answer!
Online SchoolRoom is proud to offer a variety of review programs, provided by Keir Educational Resources, a 40 year old company with a long history of helping students pass the CFP® exam. We offer programs that include self study textbooks and other materials that you can use to prepare at your own pace, and a 32 hour online review course that includes text, audio, and interactive exercises. These materials are updated 3 times each year to reflect new laws that may be included in each examination administered by the CFP® Review Board.
Using these materials in partnership with materials from any CFP® Board registered program, a student can expect to enhance and streamline his or her study experience.
About the CFP® Certification Examination
The CFP® Certification Examination is administered 3 times per year (typically in the third Friday and Saturday in March, July and November) in 50 major metropolitan areas throughout the US. The examination lasts 10 hours, and is divided into one 4 hour session on a Friday afternoon, and two 3 hour sessions on Saturday. Candidates who wish to take this exam must register and pay about 6 weeks prior to the exam.
To enroll for the CFP Board Exam or for more details about the logistics of taking the CFP® Certification Examination, click here to visit the CFP Board website.
You can apply for the CFP® Certification Examination after you have successfully completed an acceptable course of study (or its equivalent). The educational coursework requirement can be met in several ways, including completing a CFP Board-Registered Program, completing equivalent coursework subject to CFP Board's transcript review process, or having one of the designations, credentials or degrees pre-approved by CFP Board. Candidates for certification must have a bachelor's degree, in any discipline, in order to obtain CFP® certification, but this does not have to occur before sitting for the exam or fulfilling the work experience.
For more details regarding the requirements for CFP® certification click here to receive the Guide to CFP® Certification from the CFP Board.
In this self study package, you will receive the following textbooks for the CFP® Certification Examination, including:
• A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
• A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by the CFP Board. The first seven cases focus only on one of the seven subject areas tested on the CFP® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board's 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board's list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family. Several of the cases are actually cases with questions that appeared on previous exams and are published with permission of the CFP Board. Answers and rationales are provided for all of our questions so that students can check their knowledge and ability to analyze the information in each case.
• A Guide to Your Financial Calculator textbook to help you with present value and future value calculations including the key strokes on the four most commonly used financial calculators (HP12C, HP10BII, HP17BII and BAII Plus). This book has recently been updated to include the HP 12C Platinum version as well as the new Victor V10 and Victor V12. The first chapter covers basic financial calculations and the second chapter covers more advanced financial calculations. The third chapter consists solely of practice problems with detailed answers and keystrokes for each calculator.
• A Four Volume Simulated Examination Book with a 10-hour mock exam to give you the experience of what it is like to take the actual examination. 10-hour mock exam to imitate the experience of the actual CFP® Certification Examination. The Simulated Examination consists of four booklets entitled Test Sessions. Test Sessions 1 requires four hours to complete. Test Session 2 and 3 are each scheduled for three hours for completion. This examination reflects the CFP Board's 89 Topic list. It is 285 questions - all multiple choice - just like the national examination.
Course Provider/Subject Matter Expert:
This course is provided by Online SchoolRoom/360training through a partnership with Keir Educational Resources, a leading financial services education provider with over 40 years experience in writing study materials. Their exam preparation materials have consistently maintained a high pass ratio on the CFP® exam.
Here it is! The ultimate preparation program for the CFP® Certification Examination. This package includes the Online Test Preparation Course with the Platinum Test Preparation Package for the CFP® Certification Examination. This best-in-class package includes:
Platinum Test Preparation Materials:
• A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
• A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board's 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board's list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family. Several of the cases are actually cases with questions that appeared on previous exams and are published with permission of the CFP Board. In addition, we have prepared a practice test of approximately 100 questions that can be taken as a timed exam in two hours. Answers and rationales are provided for all of our questions so that students can check their knowledge and ability to analyze the information in each case.
• A Guide to Your Financial Calculator textbook to help you with present value and future value calculations including the key strokes on the four most commonly used financial calculators (HP12C, HP10BII, HP17BII and BAII Plus). This book has recently been updated to include the HP 12C Platinum version as well as the new Victor V10 and Victor V12. The first chapter covers basic financial calculations and the second chaper covers more advanced financial calculations. The third chapter consists solely of practice problems with detailed answers and keystrokes for each calculator.
• A Four Volume Simulated Examination Book with a 10-hour mock exam to give you the experience of what it is like to take the actual examination. 10-hour mock exam to imitate the experience of the actual CFP® Certification Examination. The Simulated Examination consists of four booklets entitled Test Sessions. Test Sessions 1 requires four hours to complete. Test Session 2 and 3 are each scheduled for three hours for completion. This examination reflects the CFP Board's 89 Topic list. It is 285 questions - all multiple choice - just like the national examination.
• Comprehensive CD Program with over 1,500 additional questions to test your knowledge.
• Six Sets of Flashcards with approximately 500 cards summarizing key terms and concepts.
• Essential Keys for CFP® Certification Examination Success - a concise outline that provides the notes you should have taken while reading Volume I and II. This book provides a short review of the 89 topics identified by the CFP Board as the basis for the certification examination. This 275 page book is a reasonable size to put in your briefcase to read while in a mass transit commute on or in between client meetings. This concise outline was prepared in response to numerous requests from students for a book that extracted the key concepts from our comprehensive review materials and courses.
PLUS!
Online Preparation Course for CFP® Certification Examination (includes MP3 download and weekly conference calls):
A 32 hour online course that contains a comprehensive review the material tested on the difficult CFP® Certification Examination. The course includes text, audio, and interactive learning exercises to help you apply the knowledge you gain from the instruction. This online class may be taken as often as you wish, 24/7, for one exam cycle. In addition to the online course material, you will also have access to scheduled weekly one-hour group phone conferences with an instructor to cover key information and discuss any problems you are having with the subject matter. Additionally, you also have access to a live review instructor via phone or email if you have questions during your study.
To keep up to date with new laws and regulations, this course is updated prior to each exam cycle. See the About the CFP® Certification Examination section for details.
Course Provider/Subject Matter Expert:
This course is provided through a partnership with Keir Educational Resources, a leading financial services education provider with over 40 years experience in writing study materials. Their exam preparation materials have consistently maintained a high pass ratio on the CFP® exam.
Course Description:
Give yourself the flexibility of the Online Course with the textbook materials in this package. It includes:
Basic Test Preparation Textbooks
• A Two Volume Set of Comprehensive Review Books covering all 89 topics including application questions and prior exam questions.
• A Comprehensive Case Studies Book with cases on each of the core subject areas in addition to comprehensive cases and cases from prior exams. The cases and questions in this book were written specifically to help prepare candidates planning to sit for the CFP® Certification Examination. The questions accompanying each case have been written in the general formats used by The Board. The first seven cases focus only on one of the seven subject areas tested on the CFP® Certification Examination. After each case fact pattern, we include five questions from each topic tested on the CFP Board's 89 Topics list. For example, the first case covers General Principles of Financial Planning, which includes Topics 1-14 on the CFP Board's list. The next eight cases are long, integrated cases that draw questions from all of these areas in connection with financial planning for one hypothetical family. Several of the cases are actually cases with questions that appeared on previous exams and are published with permission of the CFP Board. Answers and rationales are provided for all of our questions so that students can check their knowledge and ability to analyze the information in each case.
• A Guide to Your Financial Calculator textbook to help you with present value and future value calculations including the key strokes on the four most commonly used financial calculators (HP12C, HP10BII, HP17BII and BAII Plus). This book has recently been updated to include the HP 12C Platinum version as well as the new Victor V10 and Victor V12. The first chapter covers basic financial calculations and the second chapter covers more advanced financial calculations. The third chapter consists solely of practice problems with detailed answers and keystrokes for each
• A Four Volume Simulated Examination Book with a 10-hour mock exam to give you the experience of what it is like to take the actual examination. 10-hour mock exam to imitate the experience of the actual CFP® Certification Examination. The Simulated Examination consists of four booklets entitled Test Sessions. Test Sessions 1 requires four hours to complete. Test Session 2 and 3 are each scheduled for three hours for completion. This examination reflects the CFP Board's 89 Topic list. It is 285 questions - all multiple choice - just like the national examination.
PLUS!
Online Preparation Course for the CFP® Certification Examination (includes MP3 download and weekly conference calls):
A 32 hour online course that contains a comprehensive review the material tested on the difficult CFP® Certification Examination. The course includes text, audio, and interactive learning exercises to help you apply the knowledge you gain from the instruction. This online class may be taken as often as you wish, 24/7, for one exam cycle. In addition to the online course material, you will also have access to scheduled weekly one-hour group phone conferences with an instructor to cover key information and discuss any problems you are having with the subject matter. Additionally, you also have access to a live review instructor via phone or email if you have questions during your study.
To keep up to date with new laws and regulations, this course is updated prior to each exam cycle. See the About the CFP® Certification Examination section for details.
Course Provider/Subject Matter Expert:
This course is provided through a partnership with Keir Educational Resources, a leading financial services education provider with over 40 years experience in writing study materials. Their exam preparation materials have consistently maintained a high pass ratio on the CFP® exam.
Certified financial planner (CFP) exam prep & certified public accountant (CPA) exam prep online classes. are the best possible courses that that Online SchoolRoom could find anywhere. The frequently asked questions about our courses are on the FAQs page. You can contact us with any questions you have at 877.230.9485 or if it is about your computer, you can see the system requirements for these courses. We also have a sitemap where you can find the page you want. If you will look at the navigation bar at the top of the page you will find pages for our Certified Financial Planner CE courses, our CFP Exam Preparation Materials, and our CPA review exam prep courses.. We also have information about the CFP Board. In addition we have provided CFP ce state requirements
Cities and States served by our courses:
States Served:
How Important are CFP Exam Flashcards?
I am often asked about flashcards for the CFP exam and if they are helpful in preparing for the CFP exam.
The short answer is ABSOLUTELY! Regardless of your learning style, flashcards are very helpful in building your foundation of knowledge. Flashcards help you to memorize/learn key terms, concepts, facts, figures and mnemonics. Whether you’re making your own or purchasing pre-made CFP exam flashcards, they are a must for any successful study plan.
Most of us are visual learners, which means we learn best by reading or seeing. Studies show that about 65 percent of us are visual learners; 30 percent are auditory and 5 percent are tactile learners. While we can be a combination of the three, we all have a predominant learning style. Flashcards appeal to both visual and tactile learners. Visual learners are reading/seeing the terms and concepts, while tactile learners should be making their own flashcards.
When considering whether to purchase pre-made CFP exam flashcards, here are some important considerations.
Pre-made CFP flashcards are useful because they tend to be more comprehensive and detailed then you might make on your own. If a concept has five key bullet points, flashcards you make on your own may only have the top 1 or 2 bullet points, whereas the pre-made flashcards will have all five bullet points.
Pre-made CFP flashcards also save you time and let you start immediately memorizing/learning the terms and concepts.
Pre-made CFP flashcards are best for anyone who is short on time and is looking for that extra “something” to help their studies.
With pre-made CFP flashcards, you don’t have to guess as to what’s important and what flashcards to make. The most important terms and concepts are already included with pre-made CFP flashcards.
Regardless if you decide to make your own flashcards or purchase pre-made, please be sure to utilize flashcards as part of your studies for the CFP exam. Consider all the time and money you have to invest to pass the CFP exam. Anything extra you can do to put yourself in a position to pass the exam on your first attempt is well worth it!
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