This course is designed to provide a complete and structured review for candidates preparing for the Certified Financial Planner (CFP®) exam. It covers the full range of tested subjects while focusing on the most heavily weighted and high-risk exam areas.
Learners begin with advanced estate and retirement planning topics, including CRATs, CRUTs, rabbi trusts, incentive stock options, restricted stock, and qualified versus non-qualified plans. The course provides clear explanations of complex compensation and benefit structures that frequently appear on the exam.
A major emphasis is placed on income taxation, IRA phaseouts, capital assets, depreciation rules, and bond duration, helping candidates master both conceptual understanding and calculation shortcuts. Detailed sessions on insurance planning, retirement planning, and tax planning ensure strong coverage of the core CFP® domains.
In addition, the course includes dedicated modules on case study mastery, grading methodology, memorization techniques, and what to do after a failed attempt. Short-form strategy videos reinforce key formulas, exceptions, and exam tricks for rapid recall.
By the end of this course, participants will have both the technical mastery and the strategic approach needed to confidently pass the CFP® exam.
