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CFP
(Certified Financial Planner Courses)

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Custom One-on-One Tutoring

Assessment

Meet with your instructor and discuss your academic background, exam timetable, and study habits.

Complete ten in-depth, exam-level questions with your instructor so they understand precisely where you are, what you do well, and where you struggle. 

1

Custom Schedule & Plan

Once your assessment is complete, your instructor will create a custom schedule, custom tools, and custom resources for your tutoring. 

 

Once your tutor creates your schedule, you will meet for 15 minutes to discuss your plan and suggested meeting times.

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Start Learning!

3

Small Group Review Course

The Small Group Review Course is an 8-week prep course focuses on getting candidates ready to sit for the CFP Exam.  ​

The course is broken into two distinct parts:

Part 1 - 4 Weeks - Review of Fundamental Concepts and basic application

Part 2 - 4 Weeks - Application of CFP Concepts to exam-level questions.

Each week the class meets three times per week and will be required to complete homework after each class. The course also features two case studies and three mock exams.

 

Interested in learning about the group class? 

 

Book an assessment below and spend 30 minutes with Joe discussing your study habits and completing ten exam-level questions to see if you are a good candidate for our small group. 

Small Group Review Course section image
Small Group Review Course section image
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Empower your Financial Career with Online Certified Financial Planner Courses

We believe in empowering individuals like you to seize control of their financial futures and become experts in the field of financial planning.

 

Our comprehensive and engaging CFP classes online allow you to acquire the essential knowledge, skills, and certifications needed to excel in this dynamic industry.

 

Get ready to unlock the doors to endless opportunities and take charge of your financial career like never before.

Small Group Review Courses: Mastering CFP Online Classes

Ready to unlock your full potential as a Certified Financial Planner? Enroll in our small group review courses today and embark on a transformative learning experience.

Gain the knowledge, skills, and confidence needed to excel in the CFP exam course and make a meaningful impact in the world of financial planning. Join our vibrant community of learners!

Custom One-on-One Tutoring for Online CFP Programs

Assessment: Personalized Learning Journey

Our custom one-on-one tutoring for CFP courses online starts with a thorough assessment of your knowledge and skill level.

Custom Schedule & Plan: Flexible Learning

Our tutors work with you to design a customized schedule that fits your availability, allowing you to dedicate focused time to your CFP preparation.

Start Learning: Guided by Experts

Our experienced tutors and financial planning experts provide in-depth explanations, clarify concepts, and offer real-world examples during one-on-one sessions.

Why Choose Our Online Certified Financial Planner Program?

Expert Faculty and Comprehensive Curriculum

Our online CFP programs are designed by industry-leading experts and taught by seasoned professionals with a wealth of financial planning experience. 

Interactive and Engaging Learning Experience

We believe that learning should be exciting and immersive. That's why our online CFP preparation courses incorporate interactive elements and engaging discussions. 

Career Advancement and Networking Opportunities

By completing our online certified financial planner courses, you will gain a competitive edge in the job market and position yourself for exciting career opportunities. 

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