Ensure your CFP® CERTIFICATION SUCCESS

to College for Financial Planning®—a Kaplan Company

Fidelity’s most flexible and trusted CFP® certification program.

EDUCATION PROGRAM

Master the 8 major domains on the CFP® exam with a live online class, self-study option, or university program.

EXAM PREP REVIEW

Perform your best and earn your CFP® certification.

Free Resources

Demo products for free, stay current with industry news, and check out career advice with our free resources.

DEFERRED PAYMENTS

Deferred payments are now available.

PassProtection™

Your simple, no-strings-attached, and absolutely free guarantee that you will pass your exam—the first time!

More than 100,000 professionals have trusted College for Financial Planning®—a Kaplan Company (CFFP) to help them earn their CFP® mark. Not only does our program offer multiple delivery formats, but it also includes flexible payment options, free rollovers, and no contracts. College for Financial Planning®—a Kaplan Company, is Fidelity’s longest standing provider for CFP® certification programs, and we are dedicated to your success as a CERTIFIED FINANCIAL PLANNER™.

Nearly

300

Fidelity Associates

earned their CFP® certification
in 1 year with CFFP, a Kaplan Company

94%

of Kaplan students

say they would recommend our program

CFFP has delivered over

49

customized private programs

to Fidelity since 2011

Education Program

College for Financial Planning®—a Kaplan Company’s CFP Board-registered education programs provide the focus and structure you need to master to major domains on the CFP® exam. In addition, CFFP has partnered with leading universities and colleges around the country to offer the same time-tested education programs.

Complete your education in your preferred learning style:

Instructor-Led
Premium Package
Self-Study Online
EssentialPlus Package
Self-Study Online
Essential Package
InstructionLive Online OnDemand ClassSelf-Study
TextbookseBookeBookeBook
Activity Feed
Module Quizzes &
Practice Exams
Practice QBank
Topical Videos
Performance Tracker
Instructor Email Access

Free CFP® Information Session

EXCLUSIVE FIDELITY CFP® EDUCATION WEBINAR

Want to learn more about about the CFP®? Sign up to participate in one of several complimentary, Fidelity-specific info. sessions on advancing your career with the CFP® mark. These sessions are hosted by the College for Financial Planning®.

CFP® Package Enrollment

Choose From Three Options

INSTRUCTOR-LED PREMIUM PACKAGE

$899 per course retail

Fidelity Pricing: $706.18 per course + FREE Premium Exam Prep Course!

SELF-STUDY ONLINE ESSENTIALPLUS PACKAGE

$799 per course retail

Fidelity Pricing: $550 per course

SELF-STUDY ONLINE ESSENTIAL PACKAGE

$599 per course retail

Fidelity Pricing: $410 per course

Prior Learning Credit Toward a Graduate Degree

The College for Financial Planning has designed our programs to streamline your ongoing educational journey, saving you valuable time and money. 

 Graduates of the College’s CFP® certification education program may qualify for up to 15 hours of prior learning credit, putting you halfway toward earning a Master of Science in Personal Financial Planning.

For more information, please contact our Enrollment Department at 800-237-9990, option 3 or [email protected].

Exam Prep Review

College for Financial Planning®—a Kaplan Company’s CFP® Exam Prep Review is just what you need to prepare for the comprehensive CFP® exam. Practice your exam technique with a full array of prep products for complete confidence on exam day. Expert instructors and proven learning science will help you earn your CFP® certification.

Live Online ClassSummaries of Commonly Tested TopicsActivity FeedPre-Study Assessment
Video LibraryOnline Mock Exam and VideoReview eBooks 1-7*Review QBank
Performance TrackerInstructor Email AccessCFP® Exam PodcastsPassProtection™

* Physical books can be added for an additional $349

Live Review Class

Reviewing for the CFP® exam is the key to performing your best on exam day. After covering important concepts in each topic, instructors work through example problems to help reinforce your knowledge, practice your exam techniques, and improve exam-taking skill and speed. You’ll receive:

$1,399 retail

Fidelity Pricing: $1000 per course

Deferred Payments

Deferred payments are available. We offer the option to defer payment for this offering. You can defer payment for only one offering at a time. You will have the ability to defer payment during the checkout process.

PassProtection™

College for Financial Planning®—a Kaplan Company’s PassProtection™ is your completely free, no-strings-attached pass guarantee. All students who attend a CFFP Review Class qualify!

With PassProtection™, if you don’t pass your exam, you’ll receive a completely free Live Review Class within a one-year time frame (three exam cycles). Rest assured that our PassProtection™ is cost-free and requires no minimum quiz scores to redeem.

To take advantage of PassProtection™,
call 800-237-9990 or email [email protected].

Resources

CAREER RESOURCES

Find industry-related tips and tricks to help financial planners at all levels.

FAQS FOR FIDELITY

Get answers to your questions about the CFP® certification process and CFFP’s study programs.

WEBINAR

Register for an upcoming informative webinar about advancing your career with the CFP®️ mark as well as programs and discounts available to Fidelity advisors.

We have a dedicated designation specialist to answer any questions you may have about CFP® certification, the steps to earning your certification, and which College for Financial Planning®—a Kaplan Company study program best fits your needs and lifestyle.

800-237-9990 | [email protected]

For questions about reimbursement, email [email protected]