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CFP Review Course

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Feb 1, 2009 4:32 pm

I am taking the CFP exam in March. Completed education through Kaplan College last year. Any ideas what review courses/materials are best for a crash review. Don’t really want to pay top $$$$ if I can help it, but want to pass. Does self-study review work, and any books/resources out there?

  Thanks!
Feb 1, 2009 5:25 pm

Keir worked for me, but i am sure the other well known review courses are just as good. Whats important is dont cheap out on this. You’ve already invested the time to qualify to take the exam, dont cheap out on the review, its the most important part of the process. What you have done up to now just gets you quailified to sit for the exam. The review is where you learn what you need to learn to pass the exam.
The review courses come with practice tests, practice questions, etc. Do as many of them as possible.\And know how to use the calculator inside out.

Feb 1, 2009 5:33 pm

Why would you want to jinx your career? 

Feb 4, 2009 3:56 pm

Took course work through The American College which did not come close to preparing me for the exam so I took the Kaplan review, passed the first attempt.  Practice test after practice test after practice test.

Feb 4, 2009 4:23 pm

In my opinion, the Brett Danko review course is the only way to go: https://brettdanko.com/LROverview.aspx

The materials are concise and the instructor is good at keeping the long days interesting.
Feb 4, 2009 7:24 pm

I bought two books that saved me.  Don’t remember who published them (I took it in 2002) but they were full of practice multiple choice questions as well as the scenario based questions.  I would not have passed without that practice both for the knowledge and for getting used to how those questions were asked.  The books were $425 and worth every penny.  My advice is to find practice tests and go through every last one of them.