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.
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Our CFP Exam Prep Courses
Our CFP exam prep courses are 8-week online classes, instructor-led and offered only in small group settings.
Course Structure
Both CFP Review Courses are broken into two distinct parts in order to properly prepare students to sit for the CFP exam.
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The first four weeks of the class will be dedicated to reviewing fundamental concepts.
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This will be a rigorous open-answer and case study-driven course portion.
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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.
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Both CFP Review Courses will meet for one hour per class, three times a week, for eight weeks.
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Upcoming Courses
Prep Courses for the November 2024 CFP Exam
Prep Courses for the March 2025 CFP Exam
Course Successes
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.
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!
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.
Why Choose Us?
Real Classroom
A real virtual classroom with other students to foster class discussion and give you the chance to ask questions.
Real Teacher
A real, live teacher who coaches you to learn the material, rather than lecturing you.
Structure
Science-based structure so you can properly progress from lower levels of difficulty to higher levels of mastery.