For those interested in becoming a Certified Financial Planner (CFP), Varsity Tutors is ready to help you locate a CFP course to assist you in preparation for the CFP Certification Examination. Performing well on the CFP exam can help you find your desired job, and a CFP prep class can go a long way in giving you an opportunity to succeed on test day. Your CFP class can be customized to focus on your individual strengths and weaknesses, making sure you spend more time reviewing the material you're most concerned about. The individual attention afforded to you by your CFP course will allow you to raise any questions or concerns during your lessons, and your instructor will have the opportunity to respond immediately. This gives you a better chance to fully understand a subject before moving on to the next topic. Here is a list displaying each section topic of the CFP exam and the overall makeup of the test:
CFP Exam Sections
| Section | Percentage of Test |
| Professional Conduct and Regulation | 7% |
| General Principles of Financial Planning | 17% |
| Education Planning | 6% |
| Risk Management and Insurance Planning | 12% |
| Investment Planning | 17% |
| Tax Planning | 12% |
| Retirement Savings and Income Planning | 17% |
| Estate Planning | 12% |
There are several topics that will be covered on the CFP exam. Most students will have a subject or concept they are struggling to understand. With the aid of a CFP prep class, you can pinpoint the area of difficulty and dedicate a larger portion of your study time to that topic. For example, you might be having trouble memorizing some of the financial services regulations. Whether you need help better understanding federal banking regulations or commodities laws, a CFP prep course can provide you with sample test questions so that you feel more comfortable answering questions on these topics when it comes time to take the CFP exam. A CFP class can be useful in making sure you're familiar with the question formats and can prove extremely beneficial in increasing your preparedness for the test. If you're concerned about knowing the different CFP topics you will be required to demonstrate an understanding of on the exam, here's a list of the various subjects you can expect to encounter:
CFP Topics (Non-Comprehensive)
- CFP Board's Code of Ethics and Professional Responsibility
- Financial services regulations
- Financial statements
- Cash flow management
- Education needs analysis
- Education savings vehicles
- Principles of risk and insurance
- Annuities
- Types of investment risk
- Portfolio development and analysis
- Fundamental tax law
- Alternative minimum tax
- Retirement needs analysis
- Social Security and Medicare
- Strategies to transfer property
- Sources for estate liquidity
Varsity Tutors understands how pivotal the CFP exam can be in pursuing a career as a Certified Financial Planner. That's why we work as hard as possible to make sure you have access to the academic assistance that could make the difference on this important test. The CFP prep classes have a flexible schedule that can cater to your availability. Varsity Tudors does everything they can to increase convenience and make your learning experience a pleasant one. Unlike many test prep options Varsity Tutors gives you the opportunity to take your CFP courses online. Many people with a busy schedule might find this to be a convenient option. In addition, you have the ability to access your online CFP prep courses via your mobile devices. You can meet for you sessions from anywhere there is an internet connection. This flexibility can allow you to work around any prior arrangements that would otherwise get in the way of receiving academic assistance. Don't hesitate to call us today. Varsity Tutors can answer any questions or concerns you might have about our services, and we can find a CFP course that's right for you.
Blake: Colorado CFP course instructor
...helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- Pre-Algebra
- +71 subjects
John: Colorado CFP course instructor
...the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- AIS - Associate in Insurance Services
- Bar Exam
- CSET - California Subject Examinations for Teachers
- +455 subjects
Austin: Colorado CFP course instructor
...with students so that everyone can understand. I obtained my CFP (Certified Financial Planner) back in 2021 & have been a Financial Advisor since I graduated college back in 2019. Our practice specializes in financial planning & focusing on the 13 wealth management issues, so please allow me to help assist you in understanding the...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Professional Certifications
- Finance
Victoria: Colorado CFP course instructor
...discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 52
- +35 subjects
Sarah: Colorado CFP course instructor
...of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace,...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- Series 6
- SIE
- Series 66
- +36 subjects
Jacarri: Colorado CFP course instructor
...will have a temporary inconvenience for a permanent improvement. It is during these times that help from a seasoned individual can get you over the hump. I believe that life is better when we have help along the way, and I believe I can be the tutor that gives it to you.
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications
Melinda: Colorado CFP course instructor
...easier learning. A perpetual honors student, I graduated Summa Cum Laude with my bachelor's in Accounting from Towson University about 8 years ago; in which time, I have built a notable career in financial services taxation, GAAP accounting, financial leadership, and personnel training. In accountancy, my deepest learning was through my professional work. I count...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- GED Math
- Productivity
- +80 subjects
Aaron: Colorado CFP course instructor
...way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- +7 subjects
Sarah: Colorado CFP course instructor
...love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers and re-testers alike; whatever your situation, we can find a strategy that is unique to you and your needs. We'll start with a study calendar that charts out your time to the exam,...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 86
- Series 6
- Series 66
- +9 subjects
James : Colorado CFP course instructor
...business. I later earned second post-graduate certificate in international business at Georgetown University. My first position after graduate school was as a commercial real estate broker with a firm now known as CBRE. After 14 years at CBRE, my finances were starting to get fairly complicated, so I decided to study to become a Certified...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SEE - Special Enrollment Exam
- SAEE - The Special Agent Entrance Exam
- AFSP - Annual Filing Season Program
- +48 subjects
Alejandro: Colorado CFP course instructor
...Southern Methodist University. My passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and motivating others. I spent the last decade in the corporate world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Krista: Colorado CFP course instructor
...state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- CFP
- Insurance License
- Series 65
- Series 63
- +18 subjects
Michael: Colorado CFP course instructor
...and Economics. If memory serves I scored in the range of 1300-1400 on my SATs (back when the top score was 1600) and I took a some AP exams and received college credit for a few subjects including Calculus. I have also held Series 7, CFP and Health and Life Insurance Licenses. I have worked...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- High School Business
- Adult Literacy
- +61 subjects
Benjamin: Colorado CFP course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 9
- CPA
- SIE
- +24 subjects
Peter: Colorado CFP course instructor
...or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 26
- Series 86
- Series 6
- +18 subjects
Mike: Colorado CFP course instructor
Education & Certification
- Milwaukee School of Engineering - Bachelor of Engineering, Electrical Engineering
- Roosevelt University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Real Estate License
- Series 63
- Exam FM - Financial Mathematics
- +84 subjects
Garth: Colorado CFP course instructor
...time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 7
- Series 6
- Series 63
- +26 subjects
Isaac: Colorado CFP course instructor
...helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial concepts. My tutoring experience has been one on one with each student and I believe that individualized attention helps accelerate the...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- Series 6
- Series 7
- +11 subjects
Prince: Colorado CFP course instructor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +1 subjects
James: Colorado CFP course instructor
...university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- RICP - Retirement Income Certified Professional
- CLU - Chartered Life Underwriter
- Series 86
- +27 subjects