For those interested in becoming a Certified Financial Planner (CFP), Varsity Tutors is ready to help you locate a CFP course to assist you in preparation for the CFP Certification Examination. Performing well on the CFP exam can help you find your desired job, and a CFP prep class can go a long way in giving you an opportunity to succeed on test day. Your CFP class can be customized to focus on your individual strengths and weaknesses, making sure you spend more time reviewing the material you're most concerned about. The individual attention afforded to you by your CFP course will allow you to raise any questions or concerns during your lessons, and your instructor will have the opportunity to respond immediately. This gives you a better chance to fully understand a subject before moving on to the next topic. Here is a list displaying each section topic of the CFP exam and the overall makeup of the test:
CFP Exam Sections
Section | Percentage of Test |
Professional Conduct and Regulation | 7% |
General Principles of Financial Planning | 17% |
Education Planning | 6% |
Risk Management and Insurance Planning | 12% |
Investment Planning | 17% |
Tax Planning | 12% |
Retirement Savings and Income Planning | 17% |
Estate Planning | 12% |
There are several topics that will be covered on the CFP exam. Most students will have a subject or concept they are struggling to understand. With the aid of a CFP prep class, you can pinpoint the area of difficulty and dedicate a larger portion of your study time to that topic. For example, you might be having trouble memorizing some of the financial services regulations. Whether you need help better understanding federal banking regulations or commodities laws, a CFP prep course can provide you with sample test questions so that you feel more comfortable answering questions on these topics when it comes time to take the CFP exam. A CFP class can be useful in making sure you're familiar with the question formats and can prove extremely beneficial in increasing your preparedness for the test. If you're concerned about knowing the different CFP topics you will be required to demonstrate an understanding of on the exam, here's a list of the various subjects you can expect to encounter:
CFP Topics (Non-Comprehensive)
- CFP Board's Code of Ethics and Professional Responsibility
- Financial services regulations
- Financial statements
- Cash flow management
- Education needs analysis
- Education savings vehicles
- Principles of risk and insurance
- Annuities
- Types of investment risk
- Portfolio development and analysis
- Fundamental tax law
- Alternative minimum tax
- Retirement needs analysis
- Social Security and Medicare
- Strategies to transfer property
- Sources for estate liquidity
Varsity Tutors understands how pivotal the CFP exam can be in pursuing a career as a Certified Financial Planner. That's why we work as hard as possible to make sure you have access to the academic assistance that could make the difference on this important test. The CFP prep classes have a flexible schedule that can cater to your availability. Varsity Tudors does everything they can to increase convenience and make your learning experience a pleasant one. Unlike many test prep options Varsity Tutors gives you the opportunity to take your CFP courses online. Many people with a busy schedule might find this to be a convenient option. In addition, you have the ability to access your online CFP prep courses via your mobile devices. You can meet for you sessions from anywhere there is an internet connection. This flexibility can allow you to work around any prior arrangements that would otherwise get in the way of receiving academic assistance. Don't hesitate to call us today. Varsity Tutors can answer any questions or concerns you might have about our services, and we can find a CFP course that's right for you.

Zipporah: Federal Way CFP course instructor
...focusing on building understanding, confidence, and curiosity. I believe that every challenge is an opportunity to grow, and I strive to create an environment where questions are encouraged, mistakes are embraced as part of the process, and progress feels exciting. Whether it's mastering new concepts, preparing for exams, or simply developing better study habits, I...
Education & Certification
- Brandman University - Bachelor in Arts, Human Resources Management
Subject Expertise
- CFP
- Series 5 - Interest Rate Options Exams
- Series 38
- Series 99
- +1077 subjects

Japhet: Federal Way CFP course instructor
...expertise in academic writing, programming, and GIS software, I offer a well-rounded, personalized approach to learning. I believe that every student can excel with the right support, so I tailor each session to fit individual learning styles and needs. My goal is to break down complex concepts, transforming challenging subjects into manageableand even enjoyablelearning experiences....
Education & Certification
- University of Washington-Tacoma Campus - Bachelor of Science, Computer Science
- Washington University in St Louis - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Real Estate License - Pennsylvania
- AU- Associate in Commercial Underwriting
- IBEW - International Brotherhood of Electrical Workers
- +1414 subjects

Blake: Federal Way CFP course instructor
...helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- SAT Writing and Language
- +71 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- SIE
- +8 subjects

Michael: Federal Way CFP course instructor
...several exams on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +12 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 79
- SIE
- Series 7
- +24 subjects

Austin: Federal Way CFP course instructor
...with students so that everyone can understand. I obtained my CFP (Certified Financial Planner) back in 2021 & have been a Financial Advisor since I graduated college back in 2019. Our practice specializes in financial planning & focusing on the 13 wealth management issues, so please allow me to help assist you in understanding the...
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Finance
- Business
- Professional Certifications

Scot: Federal Way CFP course instructor
...June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- CFP
- Series 9
- Series 6
- Series 7
- +12 subjects

Victoria: Federal Way CFP course instructor
...66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Exam IFM - Investment and Financial Markets
- Series 53
- Series 7
- +35 subjects

Nicholas: Federal Way CFP course instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- CFP
- Series 7
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects

Donald: Federal Way CFP course instructor
...experiences in order to show that education CAN BE fun and that it can open many doors for you in life.... it's just all about perspective! I attended the United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- RICP - Retirement Income Certified Professional
- ChFC - Chartered Financial Consultant
- Insurance License
- +35 subjects

Krista: Federal Way CFP course instructor
...state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects

James: Federal Way CFP course instructor
...university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- CFP
- CPA
- Series 6
- EMT - Emergency Medical Technicians
- +27 subjects

Garrett: Federal Way CFP course instructor
...about helping others learn and pass the CFP and other finance-related topics because I saw the hard work that myself and my peers put into these tests when we were preparing, and most still did not pass. I have learned the difficult tasks required to increase your chances of passing this test and many other...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Macroeconomics
- College Accounting
- College Economics
- +9 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- FINRA - Financial Industry Regulatory Authority
- Series 65
- ChFC - Chartered Financial Consultant
- +1 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 66
- +4 subjects

Sarah: Federal Way CFP course instructor
...My teaching style is rooted in clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- CFP
- SIE
- Series 6
- Series 66
- +36 subjects

Sarah: Federal Way CFP course instructor
...taking financial planning courses and began studying for my CFP, which I received in 2021. Teaching and serving others have always been passions of mine, which is what drew me to the field of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- SIE
- Series 7
- Series 63
- +9 subjects

Melinda: Federal Way CFP course instructor
...believe education can only be mastered through multiplicities of understanding; I like to connect concepts together for students, so they can begin to see the network of ideas strung together logically, enhancing their understanding of each, and greatly magnifying their ability to recall information when needed. I have always been resourceful, and if I promise...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- CPA BEC - CPA Business Environment and Concepts
- College Application Essays
- +80 subjects

Peter: Federal Way CFP course instructor
...a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Series 7
- Series 82
- Series 57
- +18 subjects