This comprehensive course is designed to help candidates successfully prepare for the Certified Financial Planner (CFP) Exam through structured reviews, practical explanations, and focused revision sessions. The course covers the most critical knowledge areas tested in the CFP exam, ensuring strong conceptual understanding and exam readiness.

Learners begin by mastering the CFP Code of Ethics and Standards of Practice, which forms the foundation of professional financial planning. The course then explores the Psychology of Financial Planning, helping candidates understand client behavior and decision-making processes. A detailed session explains every major formula used in the CFP exam, making complex calculations easier to remember and apply.

Advanced review modules cover qualified retirement plans, retirement plan selection, stock compensation topics such as NUA, ISO, NSO, and RSUs, and a full explanation of Social Security benefits and rules. The course also includes a clear breakdown of ERISA requirements, including Ratio Test, Top Heavy rules, and ADP/ACP testing.

With practice on hard exam questions, a 90-minute full review session, and last-minute exam tips, this course prepares learners to enter the CFP exam with confidence, accuracy, and a clear exam strategy.