Upon completion, students are eligible to take the CFP® Board Examination given each year in March, July and November.

Registration is open for classes for the March 2023 and July 2023 exam periods.

Looking for CFP classes for the November 2023 Exam? Click here to sign up for a notification when registration becomes available.

35 classroom hours of instruction to prepare you for the CFP Exam

Registration is open for the October 2022 Live Reviews.

Click here for important dates for November exam prep

Looking for a Live Review for the March 2023 Exam? Click here to sign up for a notification when registration becomes available.

The course uses the same proven method and materials that has made the Live Review courses so successful. It is the perfect option for anyone who is unable to attend in person because of time, distance, or other restrictions.

Register for October 3-6

CFP® Ethics CE

Brett offers a dial-in class, CFP® Board Code of Ethics and Professional Conduct, that fulfills the CFP® Board’s 2 Hour Ethics CE requirement for maintaining your CFP® Certification.

October 25, 2022