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