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 July 2023 and November 2023 exam periods.

Looking for classes for the March 2024 exam? Click here to be notified when classes are announced.

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

Registration is open for the July 2023 Live Reviews.

New Signature PLUS Live Reviews now available! Learn more.

Looking for a Live Review for the November 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 June 3-6, 2023

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.

April 18, 2023 - Register Now

CFP® Day of CE

Join us for five hours of CFP® Continuing Education.

September 19, 2023 - Register Now