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Certified Financial Planner Exam Prep

Prepare Confidently.
Proven Success.

Achieve CFP® exam success with a proven, results-driven approach.

Master the CFP® exam with a proven, structured approach that enhances retention, accelerates prep time, and maximizes your chances of passing on the first try—while learning alongside a dedicated peer group in an engaging and immersive course experience.

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Pass Confidently

Boost confidence and master the CFP® exam with a structured, fast-paced, and engaging 4-day prep. Gain expert insights, tackle case studies, and build lasting connections.

Course Details

A live, comprehensive 4-day CFP® exam prep covering key topics, study strategies, and case studies. Held June 19-22, 8 a.m.-5 p.m., in a hybrid (in-person & virtual) format.

Invest in You

Tuition is $995 and includes comprehensive review materials, case studies, practice questions, and a full simulated CFP® exam experience.

Everything You Need to Know

The CFP® Certification Exam Review Course is an intensive, 4-day live program designed to prepare financial professionals for success on the CFP® exam. Held Thursday through Sunday, the schedule is structured to minimize time away from work while delivering a focused, high-impact learning experience. Participants can attend in-person at the Schwab Center for Financial Wellness at UW-Green Bay or join via livestream for a fully interactive virtual experience.

Course Content & Structure

This comprehensive prep course is built around the eight principal knowledge domains tested on the CFP® exam:

  • Professional Conduct and Regulation (8%)
  • General Principles of Financial Planning (15%)
  • Risk Management and Insurance Planning (11%)
  • Investment Planning (17%)
  • Tax Planning (14%)
  • Retirement Savings and Income Planning (18%)
  • Estate Planning (10%)
  • Psychology of Financial Planning (7%)

What You’ll Gain

This course is especially valuable for candidates who took self-study programs, have been unsuccessful in previous attempts, or need a structured approach to boost retention and increase their chances of passing the CFP® exam.

Exam-Focused Insights

Identify which topics are more heavily tested and learn practical strategies to apply knowledge to this application-based exam.

Targeted Review & Retention

Refresh, relearn and reinforce key concepts—ideal for those who studied over an extended period or struggled with self-study.

Expert-Led Guidance

Benefit from structured instruction that simplifies complex topics and provides up-to-date material essential for passing the challenging CFP® exam.

Confidence & Clarity

Remove uncertainty, strengthen recall and develop the skills needed to approach exam questions efficiently and effectively.

Connected Learning, Lasting Impact

Join a supportive network of like-minded professionals:

Stay Motivated

Stay motivated, exchange study strategies, and hold each other accountable.

Collaborative Learning

Engage in group discussions and case studies to deepen understanding through diverse perspectives.

Professional Networking

Build valuable professional relationships that extend beyond the exam, fostering career growth and future collaborations.

What Past Participants Are Saying

“You will not be sad you took this course. It will be money well spent. You will get all the tools and information required to pass and excel as a CFP®.”
“Jeff will help show you what areas you should be studying and how to best apply your efforts to pass the CFP® Exam. His experience is legendary, as he has worked for the CFP®  Board, owned an accounting practice for years and has decades of experience being a CFP®  and a CPA.”
“It was apparent right off the bat that Jeff had a process he had refined and perfected over the course of his teaching career. He was able to approach each subject in a manner that allowed me to visualize the concept, not only how it could be tested but how I could use it in my career."

“I would highly recommend Jeff’s program to anyone who is serious about passing the exam on the first try."

Instructors

of the CFP® Certification Exam Review Course

instructor Jeff Rattiner
Jeff Rattiner
Jeff Rattiner has trained thousands of advisors to become CFP® professionals, setting the gold standard in financial planning education. As President & CEO of Rattiner’s Financial Planning Fast Track, Inc., he’s a powerhouse in CFP® prep, continuing education, and professional development for financial advisors and CPAs. A prolific author, speaker, and industry consultant, Jeff has shaped conferences, written key financial texts, and coached professionals and consumers alike. He continues revolutionizing financial education with decades of expertise—one CFP® success story at a time.
instructor Preston D. Cherry, Ph.D.
Preston D. Cherry, Ph.D.
Preston D. Cherry, Ph.D. is a CFP® expert, master educator, and wealth advisor dedicated to transforming lives through financial planning. As Founder of Concurrent Wealth Management, Director of the Financial Planning Program at UW–Green Bay, and host of the Life Money Balance Podcast, he helps people align wealth with well-being. Preston, the author of Wealth In The Key of Life, Preston’s insights are featured in The New York Times, Forbes, CNBC, and Nasdaq. A Top 10 Investopedia Advisor and CNBC Advisor Council member, he blends financial therapy and planning to create life-changing strategies.
Christopher Ledvina

Need Guidance?

If you have any questions or need additional guidance, please contact Christopher Ledvina, Business Development Specialist.

Email Christopher