Welcome to Your Product Tour
Wiley’s all-new learning platform dramatically simplifies and streamlines CFP® Exam preparation. Get ready to pass in three easy steps:
PLAN
Logging In
STUDY
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

Split Screen
Dashboard

Assess
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
As 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. Platinum and 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!