What is the CFP® Certification Exam Review Course?

The CFP® Certification Exam Review Course is a live comprehensive 4 day program which covers all topics on the CFP® Exam. In addition to providing a lively and in depth review of all topics, students receive practical tips on how to study and how to tackle those difficult case studies appearing on the exam. Students are also given guidance as to what topics are more heavily tested on the CFP® exam and practical advice on how to approach it so that you can answer all the questions in the time required.

Who should sit for the CFP® Certification Exam Review Course?

All serious minded students should take a CFP® Certification Exam Review Course. Students who took an on-line or self-study program will find the CFP® Certification Exam Review Course extremely beneficial as it gives them guidance on which of the topics are more heavily tested and provides students with practical ideas on how to apply the material learned, as the CFP® exam is an application based exam. Candidates who have been unsuccessful in passing the exam and those took the educational requirements over an extended period of time will also find the live CFP® Certification Exam Review Course of great benefit. Unlike students of Rattiner's Financial Planning Fast Track® CFP® accelerated program, who are recalling material they learned over only a 8 month period, most on-line and self-study students are trying to recall information they learned over a much longer period of time. The CFP® Certification Exam Review Course will help students refresh or relearn material that they have forgotten and give new, up-to-date information, which they will need to pass the difficult and challenging CFP® exam.

Our review course can be tailored for private companies and small groups of individuals nationwide. We have also run our review courses at major universities such as The Ohio State University (OSU), New York University (NYU), Arizona State University (ASU), The University of California - Riverside (UC), The American College and The Metropolitan State University of Denver. 

What is the tuition for the CFP® Certification Exam Review Course?

​The tuition for the program is $1,395. This price includes the review materials covering all topics tested on the CFP® exam, a book of case studies, access to practice exam questions, and a simulated exam. We may provide a discount for groups signing up together.

When and where is the CFP® Certification Exam Review Course offered?

See locations and dates listed below.

Register for the virtual Financial Planning Fast Track LIVE Program

Achieve the same success Rattiner students have had over the last 30 years from the convenience of your own office!!

The CFP Review Course is a "must do" for candidates who completed the required CFP® educational requirements by online or self-study!

We also offer private classes tailored specifically to meet the needs of individual companies.

CFP Review Course Date​​

​October 9-12, 2021

February 10-13, 2022

June 9-12, 2022

October 13-16, 2022

February 9-12, 2023

June 8-11, 2023

October 12-15, 2023

Please Scroll Down for Class Dates and Locations


Virtual - LIVE Review Class

​​CFP  Review Course

CFP® Exam Date​​

​November 2021

March 2022

July 2022

November 2022

March 2023

July 2023

November 2023