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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

Classroom: 4-Day Live Review
February 6 – 9

8:30am – 5:30pm
Fort Worth, TX 76109
1 Firstcomm Plaza

Classroom: 4-Day Live Review
February 16 – 19

8:30am – 5:30pm
Holiday Inn Express & Suites
Irving, TX 75063
4550 West John Carpenter Freeway

Live Webinar
February 1 – March 8

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

Daily Live Review Schedule

  Day One Day Two Day Three Day Four
Morning Financial Planning Fundamentals About the Exam and Investments Set Items and Insurance Ethics and Set Items
Afternoon Income Tax and Case Studies Case Studies and Estate Planning Retirement Planning Case Studies and Study Techniques

Webinar Schedule

  Week One (2/1) Week Two (2/6, 2/8) Week Three (2/13, 2/15) Week Four (2/20, 2/22) Week Five (2/27, 3/1) Week Six (3/6, 3/8)
Monday N/A Fundamentals II Finish Insurance & Investments Finish Investments & Tax Retirement I Estate 1
Wednesday Fundamentals I Insurance Investments Finish Tax Retirement II Estate II & Wrap-up

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, Craig is an accomplished instructor and an expert on the CFP Board’s examination.

Professor Sophia Duffy of The American College of Financial Services

Dr. James M. Moten Jr., CFP®, ChFC®, CRPC, CMFC
(Exam Review Instructor)

Dr. James M. Moten Jr., CFP®, ChFC®, CRPC, CMFC, is the Assistant Professor of Finance/Financial Planning and CFP® Program Director for University of Mary Hardin-Baylor. He has over 10 years of college teaching experience. He has a PhD in Business Administration (Financial Management Concentration), a Master of Science in Finance, a Master of Science in Accounting, a Master of Science Economics, a Master of Business Administration and a (MS) Master of Science in Acquisition and Contract Management. In addition to his academic degrees and professional certifications he still maintains a Series 26, Series 65, Series 6, Series 63, Life and Health and Property and Casualty Insurance Licenses.