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: CFP course instructor
...enjoy mentoring and teaching others because that is what has helped me in my life and career the most: someone coming alongside me and 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- ACT
- +71 subjects
Prince: 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
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
Benjamin: 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 52
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +24 subjects
Michael: CFP course instructor
...(probably more than 200 students) on subjects including math, English, History, Philosophy, and the college application process (ACT and SAT test preparation and essay writing). This academic tutoring has been with students between the ages of 12 and 20. I have also tutored individuals (student and professionals) in the use of various software tools such as the Microsoft Office suite, Qlik, Xero, Basecamp, Airtable. I have been working with some version of excel both as...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Geometry
- AP Calculus AB
- +61 subjects
John: CFP course instructor
...lifetime. I believe in utilizing strategies of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- ARM-P - Associate in Risk Management for Public Entities
- AFSP - Annual Filing Season Program
- SEE - Special Enrollment Exam
- +455 subjects
Garrett: CFP course instructor
...other finance-related topics because I saw the hard work that myself and my peers put into these tests when we were preparing, and most still did not pass. I have learned the difficult tasks required to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is based on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- College Accounting
- Technology and Coding
- Microeconomics
- +9 subjects
Mike: 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
- CFA
- Real Estate License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +84 subjects
Joshua: CFP course instructor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Insurance License
- Series 6
- Series 7
- +8 subjects
Nicholas: CFP course instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 63
- +43 subjects
James : CFP course instructor
...taught at Northern Virginia Community College in a pilot program which sought to prepare candidates for the Special Enrollment Exam, the test for becoming an EA, through the community colleges. So much for my academic background and work experience. What is my teaching philosophy? First, I am a people person. I seek to connect with my students in a way that no automated learning system can. Second, I like to draw on the depth and...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- SAEE - The Special Agent Entrance Exam
- SEE - Special Enrollment Exam
- IB Economics
- +38 subjects
Richard: CFP course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- Series 7
- Series 63
- Series 66
- +31 subjects
Raman: CFP course instructor
...66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License,...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 6
- FINRA - Financial Industry Regulatory Authority
- Exam IFM - Investment and Financial Markets
- +25 subjects
James: CFP course instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Series 24
- Series 10
- Series 63
- +23 subjects
Gordon: CFP course instructor
...a very important, challenging and rewarding occupation. I have worked in the investment management and financial planning industry for 25 years. I currently work for a Registered Investment Advisory (RIA) firm that handles complex client relationships. I have also been an adjunct university finance professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst University in Kansas City, MO. I received my bachelor's degree in business administration with...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Real Estate License - New York
- CIA - Certified Internal Auditor
- CIMA
- +56 subjects
Krista: CFP course instructor
I enjoy helping professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the 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...
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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SIE
- +18 subjects
Jorge: CFP course instructor
After graduating from Long Island University, earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 65
- Series 55
- Series 31
- +33 subjects
Victoria: CFP course instructor
...personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can...
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
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +35 subjects
Aaron: CFP course instructor
...financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects
Donald: CFP course instructor
...fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 65
- RICP - Retirement Income Certified Professional
- ChFC - Chartered Financial Consultant
- +35 subjects
Alejandro: CFP course instructor
I graduated from the University of Arizona as an adult student. In 2022 I obtained my CFP(R) and a Financial Planning Certificate from 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...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications