The UM–St. Louis Live Review is a four-day course designed to focus and prepare you to pass
the CFP® Certification Examination

"I passed the exam and truly consider the main reason for passing being the Live Review Course through UMSL."

--Brian P. Austin, CFP

This instructor-led course--complete with access to online video-on-demand
so students can RE-REVIEW the sessions--
gives students directed knowledge they can use
both immediately on the job and when they sit for the CFP exam.

CFP® Live Review

a better choice...

July 9-12 (click here to register online)
to prepare you for the July 18-19 exam

- OR -

Nov. 12-15 (click here to register online)
to prepare you for the Nov. 21-22 exam

J.C. Penney Conference Center
UM-St. Louis

You’ve worked hard to qualify to sit for the CFP® Certification Examination. Now, take those last steps to ensure your success. Choose wisely; connect with the only university in St. Louis that can claim AACSB International accreditation in both Business Administration and Accounting.

This intense four-day review is facilitated by faculty and CFP® practitioners who carry credentials such as CFP, PhD, CEO, CLU, ChFC, AEP, and JD. All have had extensive experience in personal financial planning. In addition to sharing their knowledge, they can make valuable suggestions regarding optimizing your efforts and achieving a passing score.

Immerse yourself in reviewing the material you really must absorb in order to succeed. Participate Wednesday through Saturday, July 9-12 or Nov. 12-15, in the UM–St. Louis Live Review session designed to prepare you to pass the CFP® Certification Examination.

If you have successfully completed a CFP Board-Registered Program, or if you have one of these degrees or credentials: ChFC, CLU, CFA®, PhD in business or economics, doctor of business administration, licensed attorney, or licensed CPA, this intense, focused course is designed for you.

"It feels awesome. Thanks again to all of you for your help. The review course definitely helped."

--Joseph F. Johnson III, CFP Martin Johnson Tax and Financial Services Inc.

 

Register online with a credit card (click class date: July 9-12 or Nov. 12-15)
or call (314) 516-5908.

Instruction fees are $995 plus study materials (product #A0942), which are available, depending upon your needs, at a discounted rate from the text vendor shown to boast the highest pass rates.

Nail down those areas that are still a little unclear. Seek advice and concentrate on the areas that will most likely be covered on the exam.

Start preparing now, but wisely invest your time the last 10 days before the CFP® Certification Examination. Cement your chance of joining the gold-standard CFP® practitioners who have differentiated themselves from their peers—reserve your spot today!

ON-CAMPUS ACCOMMODATIONS: If you want to stay on campus during the review, contact Allyson Wilson in Residential Life at (314) 516-4399 or use the online Guest Housing Request Form to reserve a single room with a community bath.

‡	If you prepaid the College of Financial Planning for all five modules of study material plus review material (product #A0942), tell the operator. They will ship your prepaid review material as originally promised, plus include all your study outlines for $75.

Cancellation Policy