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CFP Exam Course
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CFP Exam Course

The FPA of Metro NY Mentoring and Career Development Committee offers a CFP Exam Review Course, an eight week series, to our student members to help them pass the CFP Exam. This is offered three times per year over a period of eight weeks leading up to each exam. The CFP exams are held in March, July, and November. Stay tuned for the exact dates of the Review Classes on our Career Growth banner located on our home page. The program features updated cases prepared by The Dalton Review. Members who have taken this course in the past achieved an 85% pass rate on the CFP Exam.

In this course we will:

  • Discuss the basics of the CFP Exam, advice about strategies and give test taking tips
  • Read and discuss a case study every week, which are given to the students in advance for preparation.
  • Provide a specialist in a different financial planning subject every week: you can ask all your questions.

CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpany.org

Phone: 800-322-4237 ext. 7187

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