Varsity Tutors is here to assist you in finding CFP prep dedicated to helping you prepare for the CFP Certification Examination. Earning a high score on the CFP exam and becoming a Certified Financial Planner (CFP) can give you an edge in the competitive job market, and taking CFP classes can greatly improve your chances of performing well on test day. Based on an initial assessment of your strong and weak points in the subject, your CFP class can be designed to make sure you focus more on the material of greatest concern. During your CFP test prep you will have the freedom to ask questions as they come up, and your tutor can address any concerns you might have about the exam. With your CFP test prep moving at a pace that suits you best, you are given a better opportunity to understand confusing concepts before approaching the next lesson. Here is a list of some of the topics you can expect to see on the CFP exam:
CFP Topics (Non-Comprehensive)
- Fiduciary
- Consumer protection laws
- Financing strategies
- Time value of money concepts
- Financial aid
- Gift/income tax strategies
- Property and casualty insurance
- Insurance policy selection
- Investment strategies
- Alternative investments
- Tax reduction techniques
- Tax consequences of property transactions
- Regulatory considerations
- Distribution rules and taxation
- Marital Deduction
- Post Mortem estate planning techniques
As shown above, your CFP exam will require you to demonstrate an understanding of a wide range of topics. Everyone has their own area of difficulty when approaching these subjects, which is one of many reasons why CFP tutoring can be helpful. CFP tutors can identify you biggest trouble spots and make sure you spend extra time reviewing relevant material. For example, you might need help understanding some of the different types of investment strategies. CFP prep can utilize sample test questions as a teaching method to increase your comfort level with that topic with the goal of making you feel more confident by the time you have to sit down and take the CFP exam. A CFP course can also expose you to the different types of question formats you might find on the test. To give you a better idea of what to prepare for on the CFP exam, here are a few examples of the concepts and topics that will be incorporated into your test questions:
Exam questions integrate tasks from CFP Board's list of Job Task Domains:
- Establishing and defining the client-planner relationship
- Gathering information necessary to fulfill the engagement
- Analyzing and evaluating the client's current financial status
- Developing the recommendation(s)
- Communicating the recommendation(s)
- Implementing the recommendation(s)
- Monitoring the recommendation(s)
- Practicing within Professional and Regulatory Standards
If you're interested in becoming a Certified Financial Planner, you know how important the CFP exam can be. Varsity Tutors understands that you want to be prepared for this pivotal test, which is why we strive to make it as easy as possible to connect with CFP test preparation. CFP prep is simple to schedule, and there is the convenient Live Learning Platform online, to help make your CFP test prep easily accessible. If you have a busy schedule, this might be the option for you. With this platform, you also have the ability to access your online CFP test prep via your mobile devices. Now,you're able to learn from almost anywhere and receive academic assistance through CFP prep, regardless of how full your calendar might be. Call us today if you'd like to find out more information about the CFP courses that are available to you. Varsity Tutors can answer any questions or concerns and match you with the appropriate CFP class for your needs.
Hal: CFP test prep instructor
...personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed....
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- CFP
- Series 22
- Series 28
- Series 99
- +171 subjects
GJALBAE8EB-tutorOneTrust: CFP test prep instructor
Scrubbed on 2025-02-06
Education & Certification
- Loyola University Maryland - Bachelor in Business Administration, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 63
- +4 subjects
Victoria: CFP test prep instructor
...Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about 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...
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 65
- Series 7
- +35 subjects
Eric: CFP test prep instructor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Series 57
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +10 subjects
Nicholas: CFP test prep 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 - General Securities Representative Exam (Stockbroker)
- Series 63
- PMP
- +43 subjects
Jacarri: CFP test prep instructor
On the road to success you 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
Joshua: CFP test prep 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
- Series 63
- Series 66
- Insurance License
- +8 subjects
Peter: CFP test prep instructor
...from Long Island University. I hold the CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to...
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 79
- Series 26
- Series 28
- +18 subjects
Raman: CFP test prep instructor
...the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 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...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 66
- Series 63
- Series 65
- +25 subjects
James: CFP test prep instructor
...and small business owners. I have taught personal finance at a 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 since 1991. I have been a Wilderness Advanced First...
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
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- RICP - Retirement Income Certified Professional
- +27 subjects
Sarah: CFP test prep instructor
...of Financial Planning during my time there, I formally tutored students taking financial planning courses and began studying for my CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 65
- Series 24
- SIE
- +9 subjects
Mike: CFP test prep 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
- NMLS - Nationwide Mortgage Licensing System
- Series 7
- +84 subjects
Krista: CFP test prep instructor
...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 have learned for the various exams. I have various study tips and...
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
James : CFP test prep instructor
...at Lafayette College, I knew that it was the subject in which I wanted to major. At Lafayette, I was able to augment my economics studies with multiple accounting and finance courses. I then went on to pursue an MBA at Rutgers University, where I studied finance, management, marketing and real estate. After Rutgers, I spent a summer at the Asian-Pacific Management at the University of Hawaii, where I studied another interest of mine, international...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- SEE - Special Enrollment Exam
- +48 subjects
Jorge: CFP test prep instructor
...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 to approach the material in a disciplined and structured manner. By doing so,...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Series 7
- Series 31
- SIE
- +38 subjects
Alejandro: CFP test prep instructor
...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 a Fee-Only Advisory Firm in Texas. I have over a decade of...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications
Garth: CFP test prep instructor
...in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first...
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 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 66
- +26 subjects
Scot: CFP test prep instructor
...in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 6
- Series 79
- Series 10
- +12 subjects
Michael: CFP test prep instructor
...and engage with the school's teaching methods and philosophy. I attended all the programs and "classes" made available to parents and have continued to study how dyslexics process information and learn. I also work regularly with my son (he is a sophomore at university). I graduated from Wesleyan University, College of Social Studies with a BA in 1982. The College of Social Studies is a rigorous, multidisciplinary major focusing on History, Government, Political and Social...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- College Application Essays
- Public Speaking
- +61 subjects
Will: CFP test prep instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects