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: First Hill CFP course instructor
...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 am committed to making...
Education & Certification
- Brandman University - Bachelor in Arts, Human Resources Management
Subject Expertise
- CFP
- Series 26
- Series 3
- FRT - Foundations of Reading Test
- +1077 subjects

Japhet: First Hill CFP course instructor
...My goal is to break down complex concepts, transforming challenging subjects into manageableand even enjoyablelearning experiences. Seeing my students grow in confidence and mastery is the most rewarding part of my work. If you're looking for a patient, dedicated tutor who is committed to your success, let's begin your journey to academic excellence together!
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
- CPPA - Certified Professional Public Adjuster
- NBCE - National Board of Chiropractic Examiners
- Exam SRM - Statistics for Risk Modeling
- +1414 subjects

Blake: First Hill CFP course instructor
...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 the youngest CFP Professionals...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- CFP
- SIE
- Series 65
- AP Statistics
- +71 subjects

Raman: First Hill CFP course instructor
...my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- CFP
- Series 66
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- SIE
- +8 subjects

Austin: First Hill CFP course instructor
...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 complex financial world.
Education & Certification
- Drury College - Bachelor, Finance & Economics
Subject Expertise
- CFP
- Business
- Professional Certifications
- Finance

William: First Hill CFP course instructor
...centers on breaking down problems 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...
Education & Certification
- Manhattan College - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 6
- Series 7
- Series 66
- +4 subjects

Sarah: First Hill CFP course instructor
...techniques, including those specifically for the CFP, that increase odds of student's success. I would love to take some time to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to learn more about what our partnership would look like, don't hesitate to...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 6
- Series 26
- Series 79
- +9 subjects

Melinda: First Hill CFP course instructor
...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 nothing else,...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Marketing
- College Business
- +80 subjects

Jacarri: First Hill CFP course instructor
...will have a temporary inconvenience for a permanent improvement. It is during these times that help from a seasoned individual can get you over the hump. I believe that life is better when we have help along the way, and I believe I can be the tutor that gives it to you.
Education & Certification
- Our Lady of the Lake University-San Antonio - Masters in Business Administration, Business, General
Subject Expertise
- CFP
- Professional Certifications

Donald: First Hill CFP course instructor
...as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- CFP
- Insurance License
- ChFC - Chartered Financial Consultant
- Series 66
- +35 subjects

Roman: First Hill CFP course instructor
...them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- CFP
- Series 63
- American Council on Exercise (ACE)
- Series 7
- +60 subjects

Isaac: First Hill CFP course instructor
...I can adapt my language to help you understand and have had ample experience over the years helping all types of people comprehend numerous financial concepts. I will make sure that after every session your depth of understanding is greater and you're one step closer to passing that exam or completing your assignment. I enjoy...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- CFP
- SIE
- Series 7
- Series 65
- +9 subjects

John: First Hill CFP course instructor
I am a professional tutor who is passionate about empowering students through the process of learning. I believe in instilling students with problem solving skills to enhance their educational endeavors for a lifetime. I believe in utilizing strategies of learning from my...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- Exam IFM - Investment and Financial Markets
- SEE - Special Enrollment Exam
- CRM - Certified Risk Manager
- +455 subjects

Richard: First Hill CFP course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- CFA
- CPA
- Series 7
- +31 subjects

Jorge: First Hill CFP course instructor
...of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- CFP
- Insurance License
- SIE
- Series 63
- +38 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

Christopher: First Hill CFP course instructor
...7, Series 66, and CFP 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...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 66
- Insurance License
- Series 7
- +4 subjects

Alejandro: First Hill CFP course instructor
...passion is making complex topics easy to understand and using numbers to tell someone's life story. I enjoy developing and motivating others. I spent the last decade in the corporate world as a Financial Planning expert working with High Net Worth clients across the nation. Today, I own a Fee-Only Advisory Firm in Texas. I...
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Professional Certifications

Garth: First Hill CFP course instructor
...licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +26 subjects