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Study Materials for the CFP® Certification Examination
The study materials listed and described below can be used for self-study and in conjunction with our Live Review Course options. To order ONLINE, please scroll down and click on the specific item. Purchasing a Platinum, Gold, or Silver Package offers substantial savings though specific items from the packages are also available for individual purchase.

To order over the PHONE or to get further information, please call 1-888-694-3568 to speak with our Enrollment Advisors.

Platinum Package Gold Package Silver Package

Volumes I - VIII

  • Volume I: Fundamentals
  • Volume II: Insurance Planning
  • Volume III: Investments
  • Volume IV: Income Tax Planning
  • Volume V: Retirement Planning
  • Volume VI: Estate Planning
  • Volume VII: Case Book
  • Volume VIII: Mock Exams and Solutions

Understanding Your Financial Calculator

Financial Planning Flashcards

Drill & Practice CD-ROM

Volumes I - VIII

  • Volume I: Fundamentals
  • Volume II: Insurance Planning
  • Volume III: Investments
  • Volume IV: Income Tax Planning
  • Volume V: Retirement Planning
  • Volume VI: Estate Planning
  • Volume VII: Case Book
  • Volume VIII: Mock Exams and Solutions

Understanding Your Financial Calculator

Financial Planning Flashcards

Volumes I - VIII

  • Volume I: Fundamentals
  • Volume II: Insurance Planning
  • Volume III: Investments
  • Volume IV: Income Tax Planning
  • Volume V: Retirement Planning
  • Volume VI: Estate Planning
  • Volume VII: Case Book
  • Volume VIII: Mock Exams and Solutions

 

Package Price: $599
 Savings: 43% or $450 		Package Price: $499
 Savings: 38% or $301		Package Price: $399
Savings: 34% or $203
Platinum Package with Drill and Practice on CD-ROM
Purchase Online

Platinum Package with Drill and Practice available ONLINE
Purchase Online 		Purchase Online Purchase Online

Volume I - VI -  Study Guides and Multiple Choice Questions

  • Each volume contains outlines, study guides, problems and solutions for each of the six tested areas of the CFP® Certification Examination
  • Provides detailed coverage of the topics covered on the CFP® Certification Examination
  • Includes examples, illustrations, multiple-choice questions, and rationales
  • Delivers test tips and sample study plans to make the learning experience more efficient

    Textbook $69 per volume

    Purchase Online (click below) :

Volume VII - Case Book 

  • Includes 16 cases, 40 item sets (mini-cases) and Cognitive Connections questions

Textbook $119
Purchase Online

Volume VIII - Mock Exams and Solutions

  • Designed to simulate the actual examination: each mock exam contains multiple-choice questions, item sets, and a comprehensive case
  • These diagnostic tools are instrumental in identifying strengths and weaknesses before the exam

    Textbook $69
     Purchase Online


Understanding Your Financial Calculator

  • Guides you from basic to advanced calculations required to pass the exam

    Textbook $49
     Purchase Online


Drill & Practice

  • More than 1,400 questions to help you prepare for the exam
  • Software allows you to keep score, track time, and analyze competency by topical area
  • An excellent study tool for the serious candidate that wants a tailored study plan

Online / Web-Delivered - $249
Purchase Online

CD-ROM - $249
Purchase Online

Financial Planning Flashcards

  • Portable study companion
  • More than 1,000 flashcards organized by the six exam topic areas
  • Great for building memory and understanding

Flash Card Set - $149
Purchase Online

New Study Tools!
Audio Review for the CFP( Certification Examination (Compact Discs)

 Kaplan Financial offers six new Audio Reviews specifically designed for individuals preparing to sit for the CFP® Certification Examination.  Our Audio Reviews are ideal for challenge candidates or for learners currently enrolled in a CFP Board-Registered Program.
These study tools are designed as a review for candidates sitting for the CFP® Certification Exam.  There is an Audio Review for each of the major topics covered on the exam. Questions and solutions are included.

     Call 1-888-694-3568 To Order or Purchase Online (see below) :

     Please call 1-888-694-3568 To Order the following Audio Review’s which are scheduled to be available shortly:

Audio Review Super Six Package - $199
(Purchase all six for the bundled price of $199 which is a 32% savings)
Purchase Online

Assessment Exam!
Are you ready for the CFP® Certification Examination?

 Find out while there is still time to study and review! The Assessment Exam is an online tool designed to evaluate your level of knowledge in the main topic areas.

  • Questions covering the six topics areas of the CFP® Certification Exam
  • Answers and solutions at the end of the exam
  • Random generation for a different experience each time
  • Online delivery and instant scoring
  • Unlimited use for one year from date of purchase

    Call 1-888-694-3568 to Order (see below) :
  • Assesment Exam - $49
    The Assessment Exam may be added to any Package (Silver, Gold, Platinum)
    purchase for the discounted price of $25

Personal Financial Planning: Theory and Practice

Covering the fundamentals of financial planning, this textbook is written for individuals interested in acquiring an in-depth understanding of personal financial planning from a professional perspective. The text also serves as a reference for practicing financial planners.

Textbook - $93
Purchase Online

Interested in receiving free review materials for the CFP Certification Examination?

We offer CFP Certification Examination Released Cases and Questions with Answers and Explanations. It  is available in a pdf that you can download and print out for free.

Download the pdf now

Continuing Education Credits for CFP Certificants

Kaplan Financial offers more than 100 courses approved to satisfy the continuing education requirements of CFP® certificants. Professional Ethics for Financial Planners. This course satisfies CFP Board’s ethics requirement and qualifies for two hours of continuing education credit for CFP® certificants. The course reviews and explains practice guidelines as required by CFP Board. Program materials are the equivalent of four hours of preparation and exam time. Grading and Certification Service is required to earn CE credit, add $15 online or $25 textbook. Minimum passing score is 80%.

Textbook or Online $40
Call 1-888-694-3568 to order

Looking for updates to our materials?

Review available updates

Education for CFP® Certification   Live Review Courses  

**Kaplan Financial includes these leading brands:  Dearborn Financial Services, BISYS Education Services, eMind, Insurance Achievement, Schweser™ Study Program, and Kaplan CPA Review

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame logo) ® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Kaplan University does not certify individuals to use the CFP®, Certified Financial Planner™ and CFP (with flame logo) ®, certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

2 Kaplan Financial and Kaplan University are review course providers for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers.

* Includes preparation for career exams like securities and insurance licensing, CFP® certification, CFA, and undergraduate and graduate-level exams like the SAT, LSAT, MCAT, etc.