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Review Course Providers
Guide to CFP® Certification

The exam review course providers listed below have met certain criteria established by CFP Board. However, CFP Board does not endorse or recommend any one of the courses or its materials. Review course providers' performance ratios are not available from CFP Board. When seeking review courses or study materials for the CFP® Certification Examination, consider asking the following questions of the provider:

  • Does the provider possess the organizational and financial resources to carry out its program on a continuing basis?
  • Is a CFP® certificant involved in the development and maintenance of the course material and do key personnel have the backgrounds to develop and maintain the course?
  • How do candidates sign up, receive materials, ask questions or access faculty? Does the provider have a written complaint policy/procedures?
  • Are there policies of exclusions or exceptions of eligibility?
  • What is the cost of the course and materials; dates of availability; cost of updates, if any?
 
A Professional Training Services Company - DePaul University
Review Course
Mr. Joel M. Weiner, CFP®
579 N 1st Bank Dr
Ste 150
Palatine, IL 60067-8102
847-705-3838
http://www.pts-training.com
 
Anne Arundel Community College
Review Course
Ms. Meribeth E. Allman
Continuing Professional Education
101 N Crain Highway
Glen Burnie, MD 21061
410-777-2911
meallman@aacc.edu
 
Arizona Southwest Insitute of Finance
Review Course
Mr. Steven T. Syrmopoulos, CFP®
PO Box 24716
Tempe, AZ 85285-4716
480-921-8816
swinstitute@earthlink.net
http://swinstituteoffinance.com
 
Arizona State University
CFP® Certification Examination Review
Mr. Howard Norman
PO Box 37100
Phoenix, AZ 85069-7100
602-543-6216
Howard.Norman@asu.edu
http://www.west.asu.edu/sgml/exec%5Fed/
 
Bryant University
CFP® Certification Exam Live Review
Ms. Jennifer Chasse
1150 Douglas Pike
Smithfield, RI 02917
401-232-6501
jchasse@bryant.edu
 
College for Financial Planning
Review Course
Mr. Michael B. Cates, CFP®
8000 E Maplewood Ave Ste 200
Greenwood Village, CO 80111
303-220-4832
mike.cates@apollogrp.edu
http://www.cffpinfo.com/page_certification_examination_reviews.php
 
Cuyahoga Community College
Review Course
Ms. Sandria Marie Calio, CFP®
25425 Center Ridge Road
Continuing And Professional Education
Westlake, OH 44145
216-987-5814
scalio@cox.net
 
Dalton Review
The Dalton Review
Mr. Joseph M Gillice, CFP®
4335 Woodward Way
Cumming , GA 30041
877-426-2373
JoeGillice@dalton-education.com
http://www.thedaltonreview.com
 
Financial Planning Education Center
Review Course
Ms. Mary L. Cardello, CFP®
97501 Franklin Rdg
Ste 100
Chapel Hill, NC 27517-8319
919-942-1114
cardello@fpec.org
http://www.fpec.org
 
Florida Community College at Jacksonville – Institute for Financial Studies
Review Course
Ms. Melissa Chandler
601 State St W
Jacksonville, FL 32202-4774
904-633-8114
machandl@fccj.edu
http://opencampus.fccj.edu/ifs/index.html
 
Florida Gulf Coast University
Review Course
Dr. Robert D. Lovett, CFP®
COLLEGE OF BUSINESS
10501 Fgcu Blvd. South
Fort Myers, FL 33965-0001
239-598-5229
http://www.fgcu.edu/cob/cfp
 
Florida Institute of Finance, LLC
The CFP (R) Exam Review Course
Dr. Joel M DiCicco
301 Clematis St Ste 3000
West Palm Beach, FL 33401
561-366-9095
jdicicco@floridainstituteoffinance.com
http://www.floridainstituteoffinance.com
 
Grand Valley State University
CFP® Certification Examination Review Course
Mr. Gregg K. Dimkoff, CFP®
401 Fulton Street West
Grand Rapids, MI 49504
616-331-7468
finance@gvsu.edu
http://www.gvsu.edu/business/fp
 
Guilford College
Review for the CFP(R) Certification Exam
Ms. Suzanne Suddarth
Center for Continuing Education
5800 West Friendly Ave
Greensboro, NC 27410-4108
336-316-2179
ssuddart@guilford.edu
http://www.guilford.edu/adults/index.cfm?ID=300000100
 
Hasselback Review
Hasselback's Review Course for the CFP(R) Certification Exam
Dr. James Hasselback
6753 Thomasville Rd
Suite 108-321
Tallahassee, FL 32312-3966
850-841-3348
mail@hasselbackreview.com
http://www.hasselbackreview.com
 
Insurance Achievement, Inc.
Review Course
Ms. Jo Ann Carrigan
,  
800-258-2432
http://http://www.schweser.com/ia
 
Kaplan Schweser
(formerly Kaplan Financial) CFP® Exam Live Review Course
Kerry Jerue
1905 Palace Street
La Crosse, WI 54603
888-694-3568
http://http://www.schweser.com
 
Kaplan Schweser
CFP® Exam Live Review Course
Ms. Jill Buswell
1905 Palace Street
La Crosse, WI 54603
888-694-3568
http://http://www.schweser.com
 
Kaplan University
Review Course
Ms. Lisa Rosenzweig
6301 Kaplan University Ave
Ft. Lauderdale, FL 33309
866-458-2007
lrosensweig@kaplan.edu
http://www.kaplan.edu/bf/programs/financialplanning
 
Keir Educational Resources
Review Course
Ms. Shannon Bryant
4785 Emerald Way
Middletown, OH 45044-8976
800-795-5347 x107
http://www.keirsuccess.com
 
Kenneth Zahn Inc.
Review Course
Mr. Kenneth J. Zahn, CFP®
2907 W. Bay to Bay Blvd
Suite 101
Tampa, FL 33629
800-881-1941
zahn@kenzahn.com
http://www.KenZahn.com
 
Metropolitan State College of Denver
Review Course
Ms. Maria Ruybal Carrillo
PO Box 173362
Campus Box 75
Denver, CO 80217-3362
303-556-6998
 
New York Center for Financial Studies
Review Course
Ms. Barbara Mulder
212-221-3500 x308
bmulder@taifp.com
 
New York University
Review Course
Mr. Benjamin Dreyfuss
School of Continuing and Professional Studies
Division of Programs in Business, Finance Department
New York, NY 10036-8002
212-992-8338
scps.fp.info@nyu.edu
 
Oakland University
CFP® Certification Examination Review Course
Lori Crose
238 Elliott Hall
Rochester, MI 48309-4450
248-370-4861
llcrose@oakland.edu
http://www.sba.oakland.edu/ce
 
Rattiner's Financial Planning Review Course for the CFP(R) Certification Examination
Review Course
Mr. Jeffrey H. Rattiner, CFP®
6410 S. Quebec St.
Centennial, CO 80111-4628
720-529-1888
http://www.financialplanningfasttrack.com
 
Rocky Mountain Review, Inc.
Comprehensive Live Review for the CFP® Certification Exam
Mr. Michael Bayer, III, CFP®
5621 Rock Bed Ct
Colorado Springs, CO 80924-8107
719-282-9213
mbayer@sfp.us
http://rockymountainreview.net
 
The Faculty Review, LLC
CFP(R) Certification Examination Review Program
Mr. Gary S. Zucker, CFP®
2 Southwood Cir
Syosset, NY 11791-4919
631-291-1161
postmaster@thefacultyreview.com
http://www.thefacultyreview.com
 
University of Georgia
Review Course for CFP(R) Certification Examination
Dr. Lance Palmer, CFP®
111 Dawson Hall
Department of Housing and Consumer Economics
Athens, GA 30605
706-542-4916
lpalmer@fcs.uga.edu
http://www.fcs.uga.edu
 
University of Missouri - St. Louis
A Better Choice - CFP® Certification Exam training programs at the University of Missouri - St. Louis
Bonnie J. Unal
208 JC Penney Conference Center
One University Blvd.
St. Louis, MO 63121
314-516-5971
bju@umsl.edu
http://www.umsl.edu/~conted/business/index.html