CFP Board Registered Education Programs
Online CFP® Certification Courses and Education Programs
- Starting at $2,995 |
- Proactive, Personalized Support |
- Flexible Formats
Our programs pair high-quality content with expert-led instruction from CERTIFIED FINANCIAL PLANNER™ professionals. We believe practical learning leads to exam success and career growth.
Choose the CFP® Education Program that Suits Your Schedule, Your Learning Needs, and Your Budget
Instructor-Led Education Programs
Instructor-Led Education + The Premium BIF Review
$5,790 $5,199
Bundle & Save $200 is automatically applied. Take an additional $350+ off that price through 9/23.
Use code: LASTCALL
Save $200 by bundling Premium BIF Review with Instructor-Led CFP Education
Combines BIF's structured, instructor-led CFP® Education Program with BIF's most comprehensive Exam Prep course, The Premium BIF Review.
- BIF's accelerated Instructor-Led cohort puts you on pace to satisfy CFP® Board's Education coursework requirement within 9 months.
- 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
- Participation in a future Premium BIF Review course ($1,795 value)
- 1 free Premium BIF Review course retake is included.
Instructor-Led Education + The Core BIF Review
$4,990 $4,549
Bundle & Save $100 is automatically applied. Take an additional $300+ off that price through 9/23.
Use code: LASTCALL
Save $100 by bundling Core BIF Review with Instructor-Led CFP Education
Combines BIF's structured, instructor-led CFP® Education Program with BIF's straightforward, self-guided Exam Prep course, The Core BIF Review.
- BIF's accelerated Instructor-Led cohort puts you on pace to satisfy CFP® Board's Education coursework requirement within 9 months.
- 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
- Participation in a future Core BIF Review course is included ($995 value)
Instructor-Led Education Only
$3,995 $3,715
Take an additional $250+ off that price through 9/23.
Use code: LASTCALL
Satisfy CFP® Board's Education coursework requirement with BIF's structured, instructor-led CFP® Education Program.
- BIF's accelerated Instructor-Led cohort puts you on pace to satisfy CFP® Board's Education coursework requirement within 9 months.
- 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
Self-Paced Education + The Premium BIF Review
$4,790 $4,456
Bundle & Save $100 is automatically applied. Take an additional $200+ off that price through 9/23.
Use code: CFPFLEX
Save $100 by bundling Premium BIF Review with Self-Paced CFP Education
Combines BIF's convenient, self-paced CFP® Education Program with BIF's most comprehensive Exam Prep course, The Premium BIF Review.
- 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
- Participation in a future Premium BIF Review course, and
- 1 free Premium BIF Review course retake is included ($1,795 value)
Self-Paced Education + The Core BIF Review
$3,990 $3,743
Bundle & Save $50 is automatically applied. Take an additional $150+ off that price through 9/23.
Use code: CFPFLEX
Save $50 by bundling Core BIF Review with Self-Paced CFP Education
Combines BIF's convenient, self-paced CFP® Education Program with BIF's straightforward, self-guided Exam Prep course, The Core BIF Review.
- 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
- Participation in a future Core BIF Review course ($995 value)
Self-Paced Education Only
$2,995 $2,845
Take an additional $100+ off that price through 9/23.
Use code: CFPFLEX
Satisfy CFP® Board's Education coursework requirement with BIF's convenient, self-paced CFP® Education Program.
- 7 online CFP® Education courses with unlimited online exam attempts. Access is granted for 21 months.
Eligible for CFP® Board’s Accelerated Path?
BIF now offers designation-specific Accelerated Path bundles designed to help you strengthen key areas, get more out of The BIF Review, and approach Exam Day with greater confidence.
Other CFP® Education Options
Single CFP® Courses
Enroll in individual CFP® Education courses. Self-Paced and Instructor-Led options are both available.
BIF's Transfer Program
Looking to switch CFP® Education Programs? BIF's Transfer Program allows you to switch to the best at a fair price.
32,000 Graduates Chose BIF
Why Choose BIF for Your CFP® Education
Higher Pass Rate
BIF CFP® students enjoy an exam pass rate that is consistently higher than the national average pass rate.
Essential CFP® Education
Study CFP® content that is designed with practicality in mind, teaching you what you need to drive success for yourself on exam day and for clients in practice.
Excellent Value
Our CFP® certification education program packages offer the value students want — premium content at an accessible price.
Meet the Instructors Behind BIF
Learn from experienced CFP® professionals who bring real-world expertise and guidance to your CFP® journey.
Instructor-Led CFP® Course Schedule
Your Target CFP® Exam Window:November, 2026
Course
Session one
Session Two
Session Three
Course
Introduction to Financial Planning
with Brendan Flaherty
Session one
Wednesday
01/07/26
Session Two
Tuesday
01/20/26
Session Three
Wednesday
02/04/26
Course
Insurance Planning & Risk Management
with Jerry Mee
Session one
Wednesday
02/18/26
Session Two
Wednesday
02/25/26
Session Three
Wednesday
03/11/26
Course
Investment Planning
with Brendan Flaherty
Session one
Wednesday
03/25/26
Session Two
Wednesday
04/08/26
Session Three
Wednesday
04/22/26
Course
Tax Planning
with Eric Scruggs
Session one
Wednesday
05/06/26
Session Two
Wednesday
05/20/26
Session Three
Wednesday
06/03/26
Course
Retirement Planning & Employee Benefits
with Austin Frazier
Session one
Wednesday
06/10/26
Session Two
Wednesday
06/24/26
Session Three
Wednesday
07/01/26
Course
Estate Planning
with Jennifer Jennings
Session one
Wednesday
07/15/26
Session Two
Wednesday
07/29/26
Session Three
Wednesday
08/05/26
Financial Planning Capstone
with Jerry Mee
Recommended Capstone completion date: 08/12/26
The BIF Review for CFP Exam
(Highly Recommended)
Proper Exam Prep timeline: mid-August through November
The BIF Review Kick-off Session: 08/13/2026
Please note: It's okay if there is some initial overlap w/ the Capstone.
Aim to participate in all three sessions for each course
Your Target CFP® Exam Window:March, 2027
Course
Class one
Class Two
Class Three
Course
Introduction to Financial Planning
with Tiffany Guy, CFP®
Class one
Wednesday
04/29/26
Class Two
Wednesday
05/13/26
Class Three
Wednesday
05/27/26
Course
Insurance Planning & Risk Management
with Jerry Mee, CFP®, CRC®
Class one
Wednesday
06/10/26
Class Two
Wednesday
06/17/26
Class Three
Wednesday
07/01/26
Course
Investment Planning
with Brendan Flaherty, CFP®, CIMA®
Class one
Wednesday
07/15/26
Class Two
Wednesday
07/29/26
Class Three
Wednesday
08/12/26
Course
Tax Planning
with Eric Scruggs, CFP®, EA
Class one
Wednesday
08/26/26
Class Two
Wednesday
09/09/26
Class Three
Wednesday
09/23/26
Course
Retirement Planning & Employee Benefits
with Austin Frazier, CFP®
Class one
Wednesday
10/07/26
Class Two
Wednesday
10/21/26
Class Three
Wednesday
10/28/26
Course
Estate Planning
with Jennifer Jennings, CFP®, JD
Class one
Wednesday
11/11/26
Class Two
Wednesday
11/18/26
Class Three
Wednesday
12/02/26
Financial Planning Capstone
with Jerry Mee, CFP®, CRC® and Kaylee Benting
Recommended Capstone completion date: 12/16/26
The BIF Review for CFP Exam
(Highly Recommended)
The BIF Review Kick-off Session: 12/23/2026
Please note: It's okay if there is some initial overlap w/ the Capstone.
Aim to participate in all three sessions for each course
Your Target CFP® Exam Window:July, 2027
Course
Class one
Class Two
Class Three
Course
Introduction to Financial Planning
with Tiffany Guy, CFP®
Class one
Wednesday
08/26/26
Class Two
Wednesday
09/09/26
Class Three
Wednesday
09/23/26
Course
Insurance Planning & Risk Management
with Jerry Mee, CFP®, CRC®
Class one
Wednesday
10/07/26
Class Two
Wednesday
10/21/26
Class Three
Wednesday
11/04/26
Course
Investment Planning
with Brendan Flaherty, CFP®, CIMA®
Class one
Wednesday
11/18/26
Class Two
Wednesday
12/02/26
Class Three
Wednesday
12/16/26
Course
Tax Planning
with Eric Scruggs, CFP®, EA
Class one
Wednesday
12/23/26
Class Two
Wednesday
01/06/27
Class Three
Wednesday
01/20/27
Course
Retirement Planning & Employee Benefits
with Austin Frazier, CFP®
Class one
Wednesday
02/03/27
Class Two
Wednesday
02/17/27
Class Three
Wednesday
03/03/27
Course
Estate Planning
with Jennifer Jennings, CFP®, JD
Class one
Wednesday
03/17/27
Class Two
Wednesday
03/31/27
Class Three
Wednesday
04/14/27
Financial Planning Capstone
with Jerry Mee, CFP®, CRC® and Kaylee Benting
Recommended Capstone completion date: 4/21/27
The BIF Review for CFP Exam
(Highly Recommended)
The BIF Review Kick-off Session: 4/29/27
Please note: It's okay if there is some initial overlap w/ the Capstone.
Aim to participate in all three sessions for each course
"Our instructors don't just lecture — they make it click. They break things down so you actually understand it and can use it in real life, and Brendan's real-world experience brought a level of value you just don't get from a textbook."
Bryce G.
"I really liked Brendan's teaching style, and it helps that he's actually worked in the industry — you can tell his examples come from real experience, not just a textbook."
Anne Marie M.
"Even outside of what's strictly on the exam, hearing our instructor's perspective as a working CFP® gave me insight I wouldn't have gotten anywhere else."
Ryan O.
"BIF does a great job speaking to different learning styles. The structure and timing of the curriculum made it realistic for me to actually study as a busy parent."
Michael K.
"The self-study format worked best for my schedule, and I appreciated having physical review books to break up the screen time and take notes by hand."
Ian M.
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