Seeking to answer the questions "what are the requirements to become a CFP" or "where can I find CFP exam prep training?" Then you've come to the right place!
Legal Training Center offers CFP exam review courses and training materials for those professionals who wish to challenge the CFP Board Exam and become a CFP® Certificant.
What are the requirements to become a CFP?
Most professionals in the field of financial planning are required to meet educational and experience requirements to become a CFP Certificant. Licensed attorneys (inactive license is acceptable), however, can apply for Challenge Status based upon their professional credentials and exempt the requirement of completing a CFP Board-Registered Education Program.
Attorneys must pass the CFP Certification Examination®; a challenging 10-hour exam divided into three separate sessions. The exam is administered three times per year - generally on the third Friday and Saturday of March, July and November - at about 50 domestic locations. To register, candidates must submit a completed application and check for $595 by the appropriate deadline.
To help candidates prepare for this exam, Legal Training Center offers CFP Exam Review Classes prior to each of the three testing cycles. Our Live Review courses are conducted in both Traditional Classroom and via the Internet through our Virtual Classroom.
Traditional Classroom Program
This course combines self-study preparation and instructor-led classroom review for an excellent learning experience, offered in a number of major cities and in differing formats:
Eight-Day Live Review Course 64 hours of instruction, conducted over three (non-consecutive) weekends, Friday through Sunday; taught in cooperation with Boston University instructors
Virtual Classroom Program
The course offers the same exceptional combination of self-study preparation and instructor-led review, though with two differences: students receive the classroom instruction delivered as a live class via the Web; and playbacks of all classes remain active until the first day of the CFP® Certification Examination.