Executive Education

CFP – Exam Preparation Course

Elevate your career in finance today!

The CFP® Ìýdesignation is the recognized standard for establishing professional credibility within the field of financial planning. The CERTIFIED FINANCIAL PLANNERâ„¢ ÌýProfessional Certificate Program at Â鶹ŮÀÉ is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board). As a CFP Board-Registered Program, successful completion of our curriculum satisfies the CFP Board’s education requirement, allowing an individual to sit for the CFP® ÌýCertification Examination. For more information regarding the Exam, please visitÌý

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Format:

Saturdays On Campus Or Live Virtual
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Date/Hours:

September 19- October 24, 2026 8:30am - 3:30pm 36 Hours 3.6 CEUs
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Sessions:

6
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Price:

*$850 *FREE to those students who complete the CFP Board's required courses at Â鶹ŮÀÉ.

COURSE BENEFITS

  • One of the longest running, most successful CFP® ÌýCertification programs in South Florida
  • Â鶹ŮÀÉ is one of only 10 universities that directly provides a CFP® ÌýExam review course
  • The instructor has taught the Review Course at Â鶹ŮÀÉ since 1995, also teaches the Review course for Kaplan/College for Financial Planning, and has taught the course at the University of Miami
  • FREE CFP Exam Review course for students who complete all 7 required courses in Â鶹ŮÀÉ’s CFP curriculum

This course combines lectures on the most commonly-tested items and most difficult to understand concepts on the CFP® Exam as well as online executive summaries of the important concepts to know with companion quizzes for each of the 70 CFP Board Topics.

There are also four exams containing about 50 questions each for further practice. Each of the online quizzes and exams provide rationales for the correct answers. The course also provides strategies for handling case study questions, tips for taking the exam, and specific subject traps to avoid on the exam. A checklist of items to continue study after the end of the course, including extensive work in the Case Study textbook, will also be provided.

Long Term Schedule of Courses

This course is specifically designed for those students who have completed, or are about to complete, their last CFP Board required course (usually the Financial Plan Development [Capstone] course) and will soon be taking the CFP® Exam.

According to Glassdoor, January 2024, the average CFP® professional earns total annual compensation of $114,343 with a low at the 25th percentile of $86,000 and a high at the 75th percentile of $154,000.

  • Bachelors Degree
  • 3 years of full time experience in the field of Finance
  • Completion of a CFP® curriculum offered by a CFP Board Registered Education Provider

For more information regarding the CFP® Certification Examination, please visit 

To order the textbook, Book 7 Financial Planning Case Studies(Printed) and Online Mock Exam, please visit 

CFP Board Final

Â鶹ŮÀÉ does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®; CERTIFIED FINANCIAL PLANNER and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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CFP – Exam Preparation Course

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Robert Munoz

Program Coordinator
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College of Business: Executive Education

The Â鶹ŮÀÉ's College of Business offers executive education degrees and professional development for professionals who want to master their management skills and advance their careers in today's competitive marketplace. We also offer corporate and customized programs for organizations seeking to raise their employees to new levels of leadership and innovation.

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Executive Education

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College of Business
777 Glades Road, Building 103
Boca Raton, FL 33431

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