Are you thinking about taking the CFP® Certification Exam?
If you're ready to work towards a challenging and rewarding career as a CERTIFIED FINANCIAL PLANNER™, then it's time to enroll in a registered program and complete prerequisite educational courses. Keir Educational Resources works alongside their students every step of the way by partnering with registered programs that offer the prerequisite courses, and by offering the final review for the CFP® Certification Exam.
Whether you're ready to test your skills or even if you haven't cracked open a textbook yet, Keir can get you through.
What to Expect
When you're on the homestretch, we also provide both review materials and classes for the CFP® Certification Exam. Our best-in-class materials, expert instructors, innovative technology, and classroom-based instruction ensure our students are thoroughly prepared for the CFP® exam.
Our question banks are continuously updated so you're never left in the dark.
The Toughest Review Yet
Keir's review questions are even tougher than the real deal, so you won't be surprised when it's time to test.
We help you laser focus the precious study time on your weakest areas with strategies to strengthen them.
Tips for passing the CFP® Certification Exam
You've got this, and we can help you prove it with planning and stress-relief tips to prepare you for the exam.
Keir has even more resources to share to keep students up to date and prepared when it comes to taking the CFP® Certification Exam.
Take the PACER exam, a 100 question assessment to guide your exam preparation.
New Additions to the Exam
Learn what changed for the 2018 CFP® Certification Exam.
Apply for a Keir FPA Scholarship.
Reflections and Clarification Call
Receive helpful hints to handle different types of exam questions and know what to expect from the CFP®
Think like a planner
Don’t just pass the exam. Build a career. Learn how to THINK LIKE A PLANNER®to excel past the CFP® exam and towards your bright future as a CERTIFIED FINANCIAL PLANNER™
CFP® Certification Prerequisites
To be eligible to take the CFP® Certification Exam, a student must enroll in a registered program and complete prerequisite educational material, or qualify to take the exam under a "challenge" status (e.g. the student is a CPA or CFA, and completes the required Financial Plan Development course).
A variety of institutions offer registered programs, including certificate programs, undergraduate programs, graduate programs, or Ph.D. programs. The registered programs avail themselves of different teaching methods for the material, such as traditional classroom, self-study, or online learning. Regardless of what kind of course is offered, the curriculum must be approved by the CFP Board. A complete listing of these registered programs can be found on the Certified Financial Planner Board of Standards website.
Keir Educational Resources can assist students with both the prerequisite material and with the final review for the CFP® Certification Exam. Regardless of where a student is in the study process, Keir's CFP® exam study materials can help to enhance and streamline the learning experience.
Our textbooks, supplements, question banks, and other materials will help students build the skills necessary to become competent financial planners and to pass the CFP® certification exam.
CFP® Certification Exam Review
We provide the highest quality materials, expert instructors, innovative technology, and classroom-based instruction to prepare students for the CFP® exam.