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CFP
(Certified Financial Planner Courses)

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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. 

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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!

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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 Classes Online

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. 

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. 

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Small Group Review Course section image
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FAQ About CFP Exam Course

1. How do Nissim Tutoring  Exam Prep courses work?

Our certified financial planner program starts with an assessment to ensure you qualify for the course.  You will need to show your instructor a minimum proficiency of CFP concepts in order to qualify for the course. 

If you qualify, your instruction will show you the structure, outline, and dates for the course. 

2. How do I register for the CFP exam?

Our certified financial planner program starts with an assessment to ensure you qualify for the course.  You will need to show your instructor a minimum proficiency of CFP concepts in order to qualify for the course. 

If you qualify, your instruction will show you the structure, outline, and dates for the course. 
 

To register for the CFP exam, follow these steps:

 

1. Visit the CFP Board's registration page.

2. Create a CFP Board online account or log into your existing one.

3. Complete the exam registration form.

4. Pay the exam registration fee using a credit card.

5. Schedule your testing appointment with Prometric.

6. Once payment is confirmed, you'll receive instructions for selecting your testing appointment on the Prometric website. 

3. What are the requirements to sit for the CFP® exam?

To be eligible for the CFP exam, completion of college or university-level coursework from a CFP Board Registered Program is required, satisfying part of the Education requirement for CFP certification. 


There are no degree prerequisites for the exam, but a bachelor’s degree must be obtained within five years of passing. For more information on exam eligibility, visit here.

4. What is the pass rate and passing score for the CFP® exam?

The passing score for the CFP exam is established according to the minimum level of competency deemed necessary by CFP professionals. As of the July 2023 examination, the overall pass rate stands at 67 percent. 

 

For those aspiring to ace the exam on their first attempt, we highly recommend exploring our comprehensive online CFP program.

5. What is my next step to passing the CFP® exam after completing the Exam Prep course?

After completing the CFP preparation course for the exam, your next step should be to focus on thorough review and practice. Utilize mock exams and practice questions to test your knowledge. Identify weak areas and revisit relevant study materials. Also, ensure you're familiar with the exam format and rules.

6. Do I need to renew my CFP certificate every year?

Yes and No. As a CFP professional, you need to renew your CFP certificate every two years. This involves paying an annual certification fee, submitting a Renewal Application, and confirming adherence to the CFP Board's Code of Ethics and Standards of Conduct. Additionally, you must complete continuing education (CE) requirements every two years. The renewal process can be easily completed through your CFP Board online account.

7. What if I fail a cfp course exam?

If you fail a CFP exam course, don't be discouraged. Identify your weak areas and focus on improving them before attempting the exam again. Keep in mind that you have a lifetime maximum of 5 attempts. 

 

Also, you can give the exam a maximum of 3 times within a 24-month period. If you attempt it consecutively three times, you'll need to wait for a 1-year sit-out period (3 exam cycles) before registering for another attempt.

8. How does the Nissim Tutoring program compare to other online CFP® certification education programs?

Nissim Tutoring’s certified financial planner courses stand out for its personalized approach to CFP certification education. Unlike many online programs, it offers a one-on-one tutoring approach to a small group of students. 

 

This provides an interactive classroom where you are encouraged to participate, discuss, and show your understanding of CFP concepts.

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