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Jan 11, 2007 3:59 am

Taking the comprehensive cfp test in July... can any recent cfp's recommend a 'live' cfp exam review course. If you could name not only the company that puts it on (kier, kaplan, etc) but also good instructors. I'm willing to travel.


Jan 11, 2007 1:23 pm

I did mine in Tempe, Arizona (I live in Arizona) through FSI/Southwest Institute of Finance.  I definitely attribute my passing to those 4 days of "boot camp." Their website is

Good luck!

Jan 11, 2007 2:17 pm

Ken Zahn in Tampa, FL. The course really teaches you how to take the test.

Jan 11, 2007 4:25 pm

Thanks for the ideas. I'm using the live/online Kaplan course - and Ken Zahn has created most of the study materials. While I am learning - I am not impressed with the study materials. There are glaring inconsistencies - opinions. For example, he will present a 'practice question' that involves information that hasn't been covered yet - or that isn't ever mentioned in the materials.

Kaplan will use Zahn for review - from what I can tell.

downtown, Did Ken (himself) teach the course, or was it someone else using his materials?

Also, did anyone attend a review program that you would not recommend?

Again,thanks for input

Jan 11, 2007 6:22 pm

Ken Zahn personally taught the course. However, he also said he was beginning to reduce his schedule and was going to start letting his partner teach more classes. The thing I like about Zahn is that he teaches you how to pass the test and does not waste time on things that will not be tested. As far as the material goes, he writes it that way on purpose you will learn that if you take the course.

Jan 12, 2007 3:07 pm

I am in the process of the Kaplan CFP course.  I am not too
impressed with the Zahn materials, but the Kaplan instructor is top
notch.  I am learning lots that will help me continue to grow my
business.  I hope to pass the test in March, but even if I fail
the test, what I have learned will be worth the effort. 

Jan 12, 2007 3:17 pm

What is the % of passing the exam the first time you take it?

Jan 12, 2007 3:28 pm

The test when I passed had a 64% pass rate. I don't know about the pass rate for taking the test the first time. I passed the first time, it takes way too much time and money to fail.