Buy CFP Gold Course Now Join our renowned instructors for a set of live/on-demand virtual classes designed to adapt to busy, real-world schedules and a variety of learning styles. Covering all 8 major domains you need for your CFP exam prep-no shortcuts-we help you focus your time where it’s needed most, on topics we know you’ll have to master.
Virtual Classrooms come as part of our new CFP Gold Review course, that includes our unmatched Partner ‘til you Pass guarantee, a 500 question Test Bank and a full-length Mock Exam and much more.
Our expert team will provide study tips and essential strategies to ensure you’re prepared for the CFP exam; including time management and the challenges you’ll face along the way. Don’t miss this chance to learn from the best.
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 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.