Certified Financial Planner Exam Prep
Get
Prepared
Follow a proven approach for successful completion of the CFP® Certification Examination.
Gain better retention of the necessary CFP® Certification Examination information by following a tested, disciplined and experienced approach and expedite the preparation time frame in order to successfully complete the exam on the first try. At the same time, learn with a dedicated group of students and continue to build your practice.
Preparation Course at a Glance
Find out more about the Preparation Course for the CFP® Certification Exam
Dates
Nov. 2024-June 2025
Format
Live Online or In-Person
Investment
$1,000 per course or $5,775 for the entire series
Supported by the Charles Schwab Foundation Center for Financial Wellness
This program was developed with the support and resources of the Charles Schwab Foundation Center for Financial Wellness, located within the Austin E. Cofrin School of Business, which is dedicated to promoting personal and professional financial wellness within the UW-Green Bay and local community.
Classes
Classes are offered for four consecutive days once every 5-7 weeks. This time frame provides students with ample time to read all the materials prior to coming to class. Classes will be held from Thursday through Saturday from 8:30 a.m.–5 p.m. and on Sunday from 8:30 a.m.-2 p.m. to minimize time away from the office. In-person classes take place at the Willie D. Davis Finance and Investment Lab.
The content in the classes aligns with the questions on the exam. Each series covers the eight principal knowledge domains (infographic).
- Professional Conduct and Regulation (8%)
- General Principles of Financial Planning (15%)
- Risk Management and Insurance Planning (11%)
- Investment Planning (17%)
- Tax Planning (14%)
- Retirement Savings and Income Planning (18%)
- Estate Planning (10%)
- Psychology of Financial Planning (7%)
Each series delivers a systematized preparation course that trains financial advisors on how to review their clients’ entire financial picture to identify critical issues, evaluate financial exposures, and provide quality recommendations to help clients achieve their objectives.
Completion of the preparation course will enable financial advisors to operate at a higher level, provide better service and information to their clients and successful completion of the CFP® Certification Examination.
Cohort Experience
Tap into a supportive community of like-minded professionals:
- Participants can rely on their peers for motivation, share study strategies and hold each other accountable, which fosters a supportive environment conducive to staying on track with their study goals.
- Cohorts enable participants to engage in group discussions, case studies and problem-solving, allowing them to deepen their understanding of complex financial planning concepts through diverse perspectives and shared knowledge.
- By working closely with others in the field, participants can build valuable professional relationships that may benefit them beyond the exam, opening doors to future collaborations and career advancement opportunities.
Instructors
Jeff Rattiner
Jeff Rattiner is President and Chief Executive Officer (CEO) of Rattiner’s Financial Planning Fast Track, Inc. and JR Financial Group, Inc. Both companies provide customized and CFP® Educational Training for CFP® certificates, financial advisors, CPAs and consumers. He also provides professional programming and conference development as well as speaker management within the financial planning industry.
Preston Cherry, Ph.D.
Preston Cherry, Ph.D., is the Founder and President of Concurrent Financial Planning, Head of the Financial Planning Program and Director of the Charles Schwab Center for Personal Financial Planning at the UW-Green Bay. Preston has over fifteen years of financial services and academic experience, including financial planning and investment management, published research in top journals, such as Personality and Individual Differences and Journal of Personal Finance, and extensive leadership in the planning profession. His current research surrounds personality traits and financial uncertainty risks, and he specializes in financial psychology.
How Past Participants Respond in Our Course Surveys
“You will not be sad you took this course. It will be money well spent. You will get all the tools and information required to pass and excel as a CFP®.”
“Jeff will help show you what areas you should be studying and how to best apply your efforts to pass the CFP® Exam. His experience is legendary, as he has worked for the CFP® Board, owned an accounting practice for years and has decades of experience being a CFP® and a CPA.”
“I would highly recommend Jeff’s program to anyone who is serious about passing the exam on the first try."
“It was apparent right off the bat that Jeff had a process he had refined and perfected over the course of his teaching career. He was able to approach each subject in a manner that allowed me to visualize the concept, not only how it could be tested but how I could use it in my career. "
Need Guidance?
If you have any questions or need additional guidance, please contact Christopher Ledvina, Business Development Specialist.