10 Week Virtual Class
Keir's 10-week virtual CFP® Certification Examination review class offers 3 hours of virtually-delivered live class per week. Attending this 10-week class will give discipline to your study process and a well-defined structure to complete the recommended 200 hours of study. Please note, the study materials for this course are a separate purchase. See the CFP® Exam Review package options to purchase.
A CFP exam review course can be a critical part of the study process. Learn how to interpret and answer the questions as the CFP Board expects. Learn how to THINK LIKE A PLANNER®.
No CFP classes in the area or no time to travel? No problem! Join Sherri and Mary Grace for a fun-filled 10 weeks in the virtual class. This class is held on Tuesday evenings from 6 to 9:15 p.m. EST. By participating weekly, students stay on track with their studies. The class is interactive, students are able to ask questions and receive feedback. If a student misses a session, the class is recorded and can be attended at a later time. The recording feature is also great for repeating the class to review some of the more difficult topics, and for the ability to pause as you take more detailed notes.
Please note, the study materials for this course are a separate purchase. See the CFP® Exam Review package options to purchase.
Keir Educational Resources CFP® Certification Exam Review
The objective of this course is to review the eight-core subject matter areas, focusing on key areas within the 72 Principal Knowledge Topics tested on the CFP® Certification exam. This class is conducted over 4 days, and as a reminder, this is a REVIEW course not a VIEW course.
To benefit from this review class, each participant should complete the Keir Educational Resources' Comprehensive Review for the CFP® Certification Examination Core Knowledge Books I and II along with assigned Quick Concept Videos, prior to attending class. Depending on your background knowledge, the pre-work could take up to 100 hours or more to complete.
After completing the review course you should plan on spending time reviewing the material, answering application and case questions and completing the simulated examinations. We recommend studying a minimum of 200 hours to properly prepare for the examination. If your schedule permits, we highly recommend taking some time off from work prior to the examination.
Each day there will be one 5-10 minute break.
- Welcome, Introduction, Study Tips and Job Task Domains & Contextual Variables
- Professional Conduct and Regulation
- Financial Planning Part 1
- Financial Planning Part 2
- Educational Planning
- Insurance Planning Part 1
- Insurance Planning Part 2
- Insurance Planning Part 3
- Investment Planning Part 1
- Investment Planning Part 2
- Investment Planning Part 3
- Income Tax Planning Part 1
- Income Tax Planning Part 2
- Income Tax Planning Part 3
- Retirement Planning Part 1
- Retirement Planning Part 2
- Retirement Planning Part 3
- Estate Planning Part 1
- Estate Planning Part 2
- Exam Tips
Stay disciplined and you'll pass the exam!
Keir (and Sherri) got me through!
Passed on the first try!!
Couldn't have done it without you
Enter a Review