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CFP®
Live Review

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CFP Board Exam Review

Be Flawlessly Prepared for the Summer 2016 CFP Board Exam.

Prepare for the CFP® exam with over 2,000 exam style questions and full digital access to all of the study material for each CFP® Certification course. Partnering with The American College will give you access to faculty with in-depth exam knowledge and experience.

Join us for a four day CFP® Certification review course or 6 weeks of live webinar classes targeting test taking methodology, financial planning learning objective areas, and case study reviews.

Class Overview

The American College is offering a live CFP® Certification review class targeting the 2016 CFP® exam.
This class is designed to help you succeed.

After the course, students will receive daily CFP® questions and a 2 hour intensive web review the weekend before the exam! Webinar students will receive their exam questions at the time of enrollment via BlackBoard.

Daily Live Review Schedule

  Day One Day Two Day Three Day Four
Morning Financial Planning Fundamentals About the Exam and Investments Set Items and Insurance Ethics and Set Items
Afternoon Income Tax and Case Studies Case Studies and Estate Planning Retirement Planning Case Studies and Study Techniques

Your Choice: Classroom or Live Webinar

Classroom: 4-Day Live Review
June 23 - 26

8:00am - 5:00pm
(Thursday to Sunday)
Dallas, Texas

Live Webinar
May 30 - July 6

6 PM – 9 PM EST
Every Mon. and Wed.
(6 weeks total)

To register or learn more, please fill out the form below.

 

Or, call a Professional Education Counselor at 610-526-1379. Registrations will be honored on a first-come, first-served basis. Anyone who registers after the class fills will have registration money refunded.

The Instructors

Professor Craig Lemoine of The American College of Financial Services

Craig Lemoine, PhD, CFP®
(Case-Study Course Instructor)

Holding the Jarrett L. Davis Distinguished Professorship in Financial Planning Technology and serving as Assistant Professor of Financial Planning at The American College, Craig is an accomplished instructor and an expert on the CFP Board’s examination.

Professor Sophia Duffy of The American College of Financial Services

Sophia Duffy, JD, CPA
(Exam Review Instructor)

Sophia Duffy, JD, CPA, is an Assistant Dean of Business Affairs and Assistant Professor of Business Planning at The American College. Prior to joining The College, Duffy’s served as a Senior Auditor with prominent Philadelphia healthcare, food service and educational institutions. In addition to her BS and her JD, she is a Certified Public Accountant, (CPA).

Professor Sophia Duffy of The American College of Financial Services

Dr. James M. Moten Jr., CFP®, ChFC®, CRPC, CMFC
(Exam Review Instructor)

Dr. James M. Moten Jr., CFP®, ChFC®, CRPC, CMFC, is the Assistant Professor of Finance/Financial Planning and CFP® Program Director for University of Mary Hardin-Baylor. He has over 10 years of college teaching experience. He has a PhD in Business Administration (Financial Management Concentration), a Master of Science in Finance, a Master of Science in Accounting, a Master of Science Economics, a Master of Business Administration and a (MS) Master of Science in Acquisition and Contract Management. In addition to his academic degrees and professional certifications he still maintains a Series 26, Series 65, Series 6, Series 63, Life and Health and Property and Casualty Insurance Licenses.