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Pass the CFP exam on the first try.
No guesswork. No wasted hours of study.

Our small group prep classes are like no other. Instead of an uninspiring 100 person Zoom call with a lecturer jabbering away and cramming in as many topics as possible, we prioritize learning.

Class is conducted in a small and intimate setting where you think about the material, collaborate with your peers, ask questions and get answers right away, and receive feedback on your work multiple times per week.

Ready to get started?
Sign up for a course below.

Our CFP Exam Prep Courses

Our CFP exam prep courses are 8-week online classes, instructor-led and offered only in small group settings.

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Study Pod Course

Our instructor-led Study Pod CFP Exam Prep Course has a maximum of 4 students, perfect for students seeking:

  • intensive review of the fundamentals

  • direct guidance

  • intimate setting

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Small Group Course

Our instructor-led Small Group CFP Exam Prep Course has a max of 10 students, perfect for students seeking: 

  • high-intensity application

  • small group discussion and learning

  • intimate setting

Not sure where to start?

Book an assessment with Joe to discuss which program is best suited to you.

Course Structure

Both CFP Review Courses are broken into two distinct parts in order to properly prepare students to sit for the CFP exam.

  • The first four weeks of the class will be dedicated to reviewing fundamental concepts.

  • This will be a rigorous open-answer and case study-driven course portion. 

  • These classes will be dedicated to reviewing the questions and answers in an open class environment and encourage discussion and active learning.   

You are required to complete homework before each class. The class will also walk you through 3 Mock Exams, several mini-mock exams, several mini-case mock exams, and timed trials.

Course Schedule

The CFP exam is offered annually in March, July, and November. Our courses are scheduled to end just before the exam, giving you the guidance and confidence when you need it most.

1

hour

X

3

classes

X

8

weeks

Both CFP Review Courses will meet for one hour per class, three times a week, for eight weeks.

Upcoming Courses

Course Successes

Michaela Smith LaBrie, CFP

Michaela Smith LaBrie, CFP

Portfolio Manager, Bank of America Private Bank

After scoring poorly on a practice test, I sought out a better solution. I reached out to Joe, and he ensured that I succeeded.

He held me accountable to keep me on task – this was KEY to me passing the exam! I am grateful to Joe for giving me the push that I needed!

Sid Misra, CFP

Sid Misra, CFP

Financial Advisor, Beacon Financial Group

After failing the Certified Financial Planner exam the first time, I knew I had to change my approach. Joe’s approach, much like an actual CFP, is to meet you where you are and to formulate a plan on how to get you to your goals. Joe was very accessible and took the time to make sure I fully understood the material, before moving on to the next topic. Without Joe’s help and guidance, I would not have passed. I am very happy I chose to work with him and have recommended him to many financial advisors in my network.

Rob Lamperti, CFP

Rob Lamperti, CFP

Partner, CKW Wealth Management

Joe's classes were well structured, the homework was challenging but thought-provoking, and the system worked because I passed on my first attempt.

I will say, you need to trust his process because there is a method at work that you don't necessarily see until you show up for test day and realize how truly prepared you are for the exam. I strongly recommend Joe for both tutoring and the review class.

Dustin Gorenc, CFP

Dustin Gorenc, CFP

Managing Director & Chief Development Officer, Northwestern Mutual

I would describe Joe's style as fair, firm and consistent. He has the ability to break the content into small, bite-size pieces and make the complex simple. He will push and challenge you so that you walk into the testing center prepared and confident. His system works if you do. If you want to pass your next exam, working with Joe is a no brainer.

Simply put, he delivered and played a huge role in my ability to pass this exam.

Ryan Rosegarten, CFP

Ryan Rosegarten, CFP

Senior Wealth Strategy Associate, UBS

Joe helped me pass by creating a thorough and detailed study plan, which allowed me to focus my time strategically, rather than on just a general macro level. His ability to maximize tutoring time by utilizing the appropriate technology and tools was a big contributor. I would highly recommend working with Joe.

David Fuchs, CFP

David Fuchs, CFP

Associate Wealth Advisor, ACM Wealth

From the start of the journey all the way until I received my final results, Joe was there every single step of the way. He structures his courses to take the time to emphasize the fundamentals, and he always made himself readily available to make sure we understood the concepts.

There are few things in my life that I would recommend more highly than Joe. While I am happy that I was able to successfully pass my exam, I am even more proud that I can call myself an alumni of Nissim Tutoring.

Why Choose Us?

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Scientific-Based Method

We take you through a specific method of learning backed by years of scientific studies used by schools and universities around the world.

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Learning First,
Testing Second

Learning is prioritized versus just doing hundreds of practice questions with the hope of material "sticking".

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Emphasis on Active Learning

Learning happens when you interact with material, not through lectures, but with interactive activities.

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Real Classroom

A real classroom with other students who you get to interact with every week.

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Real Teacher

A teacher who coaches you to learn the material, rather than lecturing you.

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Structure

Properly progress from lower levels of difficulty to higher levels of difficulty in specific and proven steps.

  • How do I register for the CFP exam?
    To register for the CFP exam, follow these steps: 1. Visit the CFP Board's registration page. 2. Create a CFP Board online account or log into your existing one. 3. Complete the exam registration form. 4. Pay the exam registration fee using a credit card. 5. Schedule your testing appointment with Prometric. 6. Once payment is confirmed, you'll receive instructions for selecting your testing appointment on the Prometric website.
  • What are the requirements to sit for the CFP exam?
    To be eligible for the CFP exam, completion of college or university-level coursework from a CFP Board Registered Program is required, satisfying part of the Education requirement for CFP certification. There are no degree prerequisites for the exam, but a bachelor’s degree must be obtained within five years of passing. For more information on exam eligibility, visit the CFP website here.
  • What is the pass rate for the CFP exam?
    The passing score for the CFP exam is established according to the minimum level of competency deemed necessary by CFP professionals. As of the March 2024 examination, the overall pass rate was 68 percent.
  • Do I need to renew my CFP certificate every year?
    Yes and no. As a CFP professional, you need to renew your CFP certificate every two years. This involves paying an annual certification fee, submitting a Renewal Application, and confirming adherence to the CFP Board's Code of Ethics and Standards of Conduct. Additionally, you must complete continuing education (CE) requirements every two years. The renewal process can be easily completed through your CFP Board online account.
  • How many attempts do I have to pass the CFP exam?
    Candidates have a lifetime maximum of 5 attempts. ​ However, if you fail the exam consecutively three times, you'll need to wait for a 1-year sit-out period (3 exam cycles) before registering for another attempt.
  • How does the Nissim Tutoring program compare to other online CFP certification education programs?
    Nissim Tutoring’s certified financial planner courses stand out for its personalized approach to CFP certification education. Unlike many online programs, it offers a small and intimate group setting that prioritizes learning versus memorization or cramming the exam materials. ​ The course is intentionally designed over an 8 week period to give candidates the time and effort that is necessary to master the material and prepare for the exam.
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