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Live Review

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CFP Board Exam Review

Be Flawlessly Prepared for the Spring 2017 CFP Board Exam.

Prepare for the CFP® exam with over 2,000 exam style questions and full digital access to all of the study material for each CFP® Certification course. Partnering with The American College will give you access to faculty with in-depth exam knowledge and experience.

Join us for a four day CFP® Certification review course or 6 weeks of live webinar classes targeting test taking methodology, financial planning learning objective areas, and case study reviews.

Class Overview

The American College is offering a live CFP® Certification review class targeting the 2017 CFP® exam.
This class is designed to help you succeed.

After the course, students will receive daily CFP® questions and a 2 hour intensive web review the weekend before the exam. Our white glove student service goes above and beyond to answer student questions and help them succeed. All students receive charismatic and expert instruction from a team who have been involved in item writing and exam design.

Your Choice: Classroom or Live Webinar

Live Webinar
September 25 – November 1

6:00pm – 8:30pm ET
Every Mon. and Wed. (Fall Session)
(6 weeks total)

Webinar Schedule

  Week One Week Two Week Three Week Four Week Five Week Six Week Seven
Monday Fundamentals and Ethics Insurance Part 1 Insurance Part 2 Retirement Part 1 Q&A On Content So Far Estate Planning Part 2 Taxation Part 2 and Wrap-Up
Wednesday Time Value of Money and Regulation Investments Part 1 Investments Part 2 Retirement Part 2 Estate Planning Part 1 Taxation Part 1

To register or learn more, please fill out the form below.


Or, call a Professional Education Counselor at 610-526-1379. Registrations will be honored on a first-come, first-served basis. Anyone who registers after the class fills will have registration money refunded.

The Instructors

Professor Craig Lemoine of The American College of Financial Services

Craig Lemoine, PhD, CFP®
(Case-Study Course Instructor)

Holding the Jarrett L. Davis Distinguished Professorship in Financial Planning Technology and serving as Assistant Professor of Financial Planning at The American College of Financial Services, Craig is an accomplished instructor and an expert on the CFP Board’s examination.

Professor Craig Lemoine of The American College of Financial Services

Sophia Duffy, JD, CPA
(Case-Study Course Instructor)

Sophia is the Associate Dean and Assistant Professor of Business Planning at The American College of Financial Services.

Professor Craig Lemoine of The American College of Financial Services

Benjamin F. Cummings, PhD, CFP®
(Case-Study Course Instructor)

Benjamin is Associate Professor of Behavioral Finance at The American College of Financial Services. His primary responsibilities include teaching behavioral finance in the Financial and Retirement Planning PhD program and advising doctoral candidates on dissertation research. His research focuses on making retirement, charitable, tax, and investment decisions.