Best CFP Prep Courses

Best CFP Prep Courses

Updated:August 16, 2018
Bryce Welker, CPA
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Best CFP Prep courses

How do you plan for a career as a financial planner?

Well, for many students, the answer is to take the CFP exam in order to become a Certified Financial Planner. Unfortunately, this is no easy feat; if it were, everyone would do it.

So now the question is: how do you plan for the CFP exam?

Fortunately, this is a much easier question. There are a plethora of companies that are dedicated to providing prospective financial planners with the tools and resources they need to fully prepare themselves for exam day.

These courses vary in terms of cost, included features, and length of study time, so narrowing the choices down can take some time and research. The good news is that we’ve done all the hard work for you; just keep reading to see our detailed analysis of the best CFP prep courses!

Compare The Best Certified Financial Planner Study Materials

SAT PREP COURSE
OVERALL RATING #1 #2 #3 #4 #5 #6
COMPANY Wiley CFP APNACourse CFP Dalton Review Kaplan CFP Keir CFP College for Financial Planning
PRICE $395-495 $333-666 $1295 $449-1348 $1000-1300 $395-995
PASS GUARANTEE
PRACTICE QUESTIONS 500+ 1400-1900+ 2000+ 3000+ 1700+ 2000+
VIDEO LECTURES Yes, 14+ hours Yes, 40-80 hours Yes, 36 hours Yes, 25 lessons Yes, 18 lessons
TEXTBOOKS Print or PDF PDF Print or PDF Print or PDF Print or PDF PDF
CASE DEDICATED MATERIAL Book Book Book Book and Video Book Exams
AUDIO MATERIAL
FLASHCARDS
 CALCULATOR
INSTRUCTION
?  ?  ?  ? ✓ 
SMARTPHONE APP
EXAM PROGRESS TRACKER
LIVE
INSTRUCTOR
SUPPORT
ONLINE ACCESS
DISCOUNTS Get Discount 20% off for students
FREE TRIAL OR DEMO START NOW START NOW START NOW START NOW START NOW START NOW

Wiley CFP Review

Progress Tracker: Wiley’s CFP Prep dashboard is surprisingly robust and offers many features, including a progress tracker. Thanks to powerful analytic tools, this tracker will estimate students’ level of preparedness for the exam based on their performance.

Flashcards: Many educational prep programs don’t include flashcards in their course packages, opting instead to sell them separately as supplementary study material. However, Wiley includes over 1,400 unique flash cards in all of their CFP courses at no extra cost.

Price: Perhaps the most appealing aspect to Wiley’s CFP review course is the fact that it comes at such a reasonable price. Whether students are interested in their Self-Study or Silver course, they will not need to pay more than $500 and may even qualify for additional discounts.

Live Instruction: Although their Silver course grants students with access to several hours of helpful lectures given by qualified instructors, there is no option allowing enrolled individuals to speak with instructors in a live setting.

Bottom Line: Wiley is one of the most trusted and popular brands of educational course providers on the market. Their CFP review courses offer insight into why they enjoy such popularity since they provide ample high-quality study material at a low price.

GO TO WILEY

APNACourse CFP Review

Lectures: Students have a few choices for CFP prep courses if they choose APNACourse as their provider. While they vary in scope and subject matter, one thing they all have in common is a substantial amount of video lectures to help students understand the material.

Mobile App: Something that is increasingly rare to find among professional online educational courses is compatibility with mobile devices. Fortunately, APNACourse provides a convenient Android app perfect for students who want to study on the go.

Support: In addition to APNACourse providing helpful support options, the individuals courses provided by this company for CFP review come with their own support channels. This means that students can easily resolve issues with their curriculum or their payments.

Pass Guarantee: APNACourse can be best described as a middleman in terms of providing educational resources to students. Because of this, they have no way of guaranteeing students who enroll in their courses will pass their exams.

Bottom Line: The way in which APNACourse approaches test prep is unique and worth the attention of students who are tired of the traditional methods. With plenty of video content and helpful support channels, this is a great resource whether you’re on a computer or smartphone.

GO TO APNACOURSE 

Dalton Review

Practice Questions: Dalton offers the perfect amount of practice questions for students who want to review core CFP concepts. 2,000 is enough to ensure they understand the material without taking up too much of their study time and energy.

Live Instruction: As a high-end test prep provider, Dalton offers something that can’t be found easily among all CFP courses. Their Virtual Classroom enables students to learn from an instructor in a live classroom-style environment.

Pass Guarantee: In order to alleviate the anxiety that can come from paying a large sum for educational material, Dalton guarantees that all students enrolled in their CFP review course will pass their exam or receive their money back.

Price: Although their curriculum is impressive and worth the cost of enrollment, students on a budget may balk at Dalton’s intimidating price tag. It’s not the most expensive course for CFP review but it is far from the cheapest.

Bottom Line: Dalton is an educational company that prides itself on providing students with a premium experience. Thanks to their robust course curriculum and helpful live instruction, students who enroll will vastly increase their chances of passing the CFP exam.

Kaplan CFP Review

Price: Thanks to the different tiers of prep course provided by Kaplan, students with any size budget can find a course that suits them. The cheapest CFP course is just under $500 with the more involved programs costing only a few hundred dollars more.
Practice Questions: Students who learn best through answering practice questions will love what Kaplan has to offer. Their CFP courses feature over 3,000 practice questions, making them the course with the largest question bank on this list.

Case Dedicated Material: While lectures and practice questions are helpful for students to a degree, one of the best ways to prepare them for a career in financial planning is with real-world examples. Fortunately, Kaplan draws a great deal of material from actual cases.

Flashcards: Some students are likely to be disappointed by the absence of flashcards in Kaplan’s CFP review course. Considering the cost for some of their courses, students who prefer learning through memorization may want to pursue alternate educational options.

Bottom Line: Kaplan is a company that has stood the test of time. They have been in business for quite some time and have helped countless students to pass their exams, both for the CFP and other difficult professional certifications.

Keir CFP Review

Calculator Instruction: One of the CFP courses offered by Keir concerns the calculations and formulas commonly used in financial planning. This is a course that will not only help students pass the exam but also apply their knowledge in their future careers.

Audio Content: Another Keir CFP course students can use involves 20+ hours of audio content discussing the ins and outs of financial planning in great detail. This is a fantastic resource for students who want to learn while exercising or commuting.

Pricing: The educational courses and supplementary materials provided by Keir are sold a la carte. This means that students are free to pick and choose particular study materials that they prefer, which is helpful for individuals on a tight budget.

Video Content: Although the audio lectures are helpful and well-made, the lack of any video content from Keir is concerning. Students who learn best through visual stimulation will be disappointed by the absence of this feature and may want to look elsewhere for CFP prep.

Bottom Line: Keir provides a suite of educational materials perfect for discerning and cash-strapped students. Whether they learn best through audio lectures, practice questions, or hands-on calculations, this provider can give them the tools for success.

College for Financial Planning

Practice Exams: The tests and quizzes provided by the College for Financial Planning go one step beyond the competition. In addition to providing valuable student assessments, these tests draw from material based on real financial planning case files.

Mobile Compatibility: Although the College for Financial Planning doesn’t provide a dedicated mobile app, they do offer some compatibility for students with smart devices. All of their lectures are optimized to be easily accessible on mobile browsers.

Discounts: For students who are looking to save some money on their test prep fees, the College for Financial Planning has some appealing offers. Students can save money on both initial study courses for the CFP exam and CPE material.

Pass Guarantee: Although the College for Financial Planning is affordably priced, something that may cause students to hesitate before enrolling is their lack of a pass guarantee. No financial compensation is provided if they fail to prepare students for the CFP exam.

Bottom Line: Whether you’re a student attempting to take the CFP exam for the first time or an established professional financial planner looking for continued certs, the College for Financial Planning has tools and study materials that will meet their educational needs.

Closing Thoughts

The information provided here should be sufficient for most students to determine the right CFP course for their particular needs. But if you’re still on the fence, here are some quick suggestions of good choices for specific students:

 

  • Wiley is one of the best options, hands down. It’s great for students on a budget or those who prefer live hands-on instruction.

 

  • APNACourse is an excellent choice for students who prefer video content since they offer the most out of any providers listed here.
  • Kaplan’s CFP course is well-made and geared toward individuals who prefer studying on mobile and who like answering a lot of practice questions.

 

Best CFP Courses
5 / 5 stars

 

 

Hopefully this guide will help you get one step closer to your end goal of a rewarding career in financial planning. Now start hitting those textbooks!

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