Logging in to your course
Exam planner from wiley efficient learning
metrics for testing

The Syllabus is a roadmap of the lessons you’ll need to complete the course and pass the CFP® Exam. See current and upcoming assignments and quickly track your progress through our Bite-Size Lessons.

Exam planner from wiley efficient learning

Lesson Page

This is a “Bite-Sized Lesson”. It includes study text, video lectures, slides, practice questions, and more. If you need more help with a topic, supplemental study materials can be added to the lesson page.


Creating your customized lesson page

creating a lesson page

Split Screen

split screen lesson



Our extensive assessment tools will fully prepare you for exam day.

My Metrics

My metrics provides an overview of where you are. Quickly identify areas and topics where you have weaknesses.

metrics assessment

Test Bank

Our Test Bank tool lets you pick and choose which topics you want to focus on and create quick question drills.

test bank

Lesson Assessments

AsAs you progress through the course, Assessments check your knowledge and progress so you will know what to expect on exam day.


Additional Resources

From my account, you can access your main review course. Plus, download print friendly formula sheets. Gold customers can also access weekly live Virtual Classes – all lessons are recorded too so that you never miss a class.

Best wishes for your studies. If you have questions, please reach out to us by phone, email or chat – we’re always here to help!