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(Certified Financial Planner)


Custom One-on-One Tutoring


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. 


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.


Start Learning!


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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