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.
Blake: Richmond CFP course instructor
...teaching others because that is what has helped me in my life and career the most: someone coming alongside me and 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- Series 65
- SIE
- Business Writing
- +71 subjects
Gordon: Richmond CFP course instructor
...have also been an adjunct university finance professor for 9 years that taught master's and undergraduate finance classes. I received my MBA from Rockhurst University in Kansas City, MO. I received my bachelor's degree in business administration with a concentration in psychology from the University of Kansas in Lawrence. I do hold the Chartered Financial Analyst (CFA) designation. I have also been a grader of the level III CFA exam many times. I also am...
Education & Certification
- University of Kansas - Bachelor of Science, Business Administration and Management
- Rockhurst University - Masters in Business Administration, Finance
Subject Expertise
- CFP
- CIMA
- CFA
- CPA
- +58 subjects
Peter: Richmond CFP course instructor
...as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons...
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 26
- Series 27
- Series 87
- +18 subjects
Melinda: Richmond CFP course instructor
...I like to practice creative writing, and maintain a daily journal. I find that these soft skills in communication, literacy, grammar, style, and empathy, to be just as important to the learning process, as any encyclopedic technical expertise. I think that's what sets me apart as a tutor- my commitment to human understanding, and values rooted in human virtue. Additionally, I was originally a political science (international relations) major, and I maintain a personal interest...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Fiction Writing
- Basic Computer Literacy
- +80 subjects
Michael: Richmond CFP course instructor
...is, it does not have to be stressful or painful. I believe the most effective path to mastery is through smiles and wows. I also believe that the closer we can get to helping the other person to articulate their own feelings/fears/concerns and facilitating their own discovery of method and means to deal with the situation the better off everyone is. For many years I been informally tutoring (probably more than 200 students) on subjects...
Education & Certification
- Wesleyan University - Bachelor in Arts, Social Sciences
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Middle School Math
- Writing
- +61 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 66
- Series 52
- SIE
- +24 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- CFP
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +1 subjects
Isaac: Richmond CFP course instructor
...7, Series 63, Series 65, and Series 66 exams. I also have my life and health insurance license and have passed the CFA level one exam. My favorite part about tutoring is helping someone in my same industry or on the same career path understand a concept that previously was difficult to grasp. I have been educating my clients for years on the following topics - retirement, tax, insurance, estate, and investment planning. I am...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- SIE
- Insurance License
- +12 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Scot: Richmond CFP course instructor
...graduate of Penn State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in 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 7
- Series 65
- Series 24
- +12 subjects
Christopher: Richmond CFP course instructor
...certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience in higher education have equipped me with the skills to foster understanding and success in my students. I am dedicated to helping individuals navigate...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 7
- Series 65
- Series 66
- +4 subjects
Stephen: Richmond CFP course instructor
...professional with a Master's degree from Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- Real Estate License
- Series 7
- AACN - American Association of Colleges of Nursing
- +23 subjects
Aaron: Richmond CFP course instructor
...way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 53
- +7 subjects
Sarah: Richmond CFP course instructor
...comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace,...
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
- Series 6
- Series 65
- Series 63
- +36 subjects
Garrett: Richmond CFP course instructor
...to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is based on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions going forward. My goal will be to find a way to relate the areas you might need more focus on and teach it in a way that will be memorable for future questions. My main...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Financial Accounting
- Professional Certifications
- Business
- +9 subjects
William: Richmond CFP course instructor
...and guiding students through the thought process, ensuring they grasp not just the "how," but also the "why" behind financial principles. Inspired by my mother's teaching career and my own experiences helping my brother with dyslexia, I strive to create a supportive environment where students feel comfortable asking questions. My goal is to empower them to apply their knowledge in practical ways, ultimately setting them up for success in their financial journeys.
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 66
- Series 7
- Series 65
- +4 subjects
Sarah: Richmond CFP course instructor
...a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers and re-testers alike; whatever your situation, we can find a strategy that is unique to you and your needs. We'll start with a study calendar that charts out your time to the exam, and how...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 6
- Series 79
- Series 65
- +9 subjects
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- CFP
- Series 10
- Series 57
- Series 79
- +10 subjects
John: Richmond CFP course instructor
...course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types in various academic subjects. While my tutoring students gain much from their experiences from me, I equally gain so much insight and knowledge from the students I tutor. I...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- American Council on Exercise (ACE)
- CIC- Certified Insurance Counselor Exam
- ARM-P - Associate in Risk Management for Public Entities
- +455 subjects
Michael: Richmond CFP course instructor
...deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to grasp and retain. Support and Accountability: Benefit from continuous support and motivation, with regular check-ins to track your progress and address any concerns....
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 63
- +12 subjects