CFP® Exam Review Overview>
CFP Virtual Classrooms
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Join our renowned CFP® instructors for a set of live virtual classes designed to fit into your busy schedule and suit a variety of learning styles. Also available on-demand if you cannot attend live, these classes cover all eight major domains included on the CFP® exam so you can approach your test window with confidence. Developed specifically to reinforce your independent studying and dive into the most challenging topics in the CFP® curriculum, the virtual classes will become your go-to resource for concept mastery and motivational support.

Virtual Classes are exclusive to our comprehensive CFP® Gold Review Course, which offers all you need to excel on the official CFP® exam in one convenient package. Click here to explore the Gold Review Course, including its 2 mock exams, engaging lecture videos, test bank, and more!

Meet Your CFP® Virtual Class Instructors

Wiley’s team of CFP® instructors is here to provide you with top-notch study tips and essential strategies to ensure you’re prepared on exam day. Interact with our experts directly to discover tips on tackling the challenges you will face on your journey to becoming a Certified Financial Planner®. Don’t miss your chance to learn from leading voices in the industry who have already been through the process and know just the right ways to support you.

 

Chia-Li Chen, PhD, CFP®, PMP®

Chia-Li Chen, PhD, CFP®, PMP®
Dr. Chia-Li Chien is an assistant professor and director of the financial planning program at California Lutheran University. She holds a Ph.D. in financial planning and before her academic financial planning career, she held several senior management positions in Fortune 500 companies. She is a succession program director at Value Growth Institute and runs a succession consulting practice dedicated to helping women business owners increase the equity value of their firms.

Colleen M. Carcone, CFP®, J.D.

Colleen M. Carcone, CFP®, J.D.
Colleen has been teaching at Boston University for over a decade. An expert in Estate Planning as part of the CFP® Program as well as for the Capstone course, Colleen authored Principles of Estate Planning, the third edition of which was published in August 2018 and serves a Director of Wealth Planning Strategies for TIAA. Colleen’s tax and estate planning knowledge and background allow her to provide high-net-worth families with specialized advice and sophisticated planning strategies for every aspect of their financial lives.

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