Since this is a Live Review, it will be assumed that all participants will have studied at the very minimum the pre-study material that Ken Zahn will provide or material from similar review course programs, and will have an in-depth understanding of the five course areas plus fundamentals before attending. Instruction will center more on application, analysis and case evaluation. Because of a very tight schedule, questions during class time will be limited to the material for the CFP® Certification Examination. Personal interest questions will not be allowed during class time.

All prestudy material has been updated for the current exam. The prestudy material has approximately 1,800 questions including quizzes, mock exams and cases. The prestudy material takes approximately 120-140 hours prior to attending the Live Review Class.

The Live Review uses a special classroom book designed by Ken Zahn. The book is designed so that you will have to take only limited notes. The material in the book is condensed and focused. The book content is structured to coordinate with, but not duplicate, information that is either covered in the various CFP Board-Registered Programs or various self-study materials available nationally.

As you may or may not know, there are three cases as part of the CFP® Certification Examination. The prestudy contains the building blocks to case study. It starts with the basic cases that continue to grow in length and intensity. There are numerous cases in the prestudy. In addition, there are nine full cases in the Live Review book.