Live review sessions are scheduled before each CFP^® Certification Examination and are held at different locations throughout the United States. These reviews are conducted face-to-face by financial planning experts, and provide an intensive review of the various topics covered in the exam.

The College for Financial Planning’s Live Review is held in the Denver, Colorado area three to four weeks prior to each CFP^® Certification Examination. Hosted by the College’s own faculty members, the review will help you assess your mastery of topics and identify areas where you may require further study. You will receive Live Review course material containing an average of 80 multiple-choice questions per CFP^® Certification Professional Education Program course. For more information or to register in the College’s Live Review session, please e-mail the Student Services Center or call 800-237-9990, option 1.

Additional Live Review sessions throughout the country are offered by our preferred education providers. Visit the preferred education provider page for more information.

In order to receive a full refund for the College for Financial Planning’s Live Review, the Student Services Center must receive notification of withdrawal by e-mail or phone (800-237-9990) before seven calendar days prior to the first day of the review. Attendees who withdraw within seven calendar days of the review will receive a refund minus a $100.00 service fee. No refunds will be issued once the Live Review begins.