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CFP Exam Review Series (CFP Exam Nov 2017)
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When: Sept 26 - Oct 24
6:00 PM - 8:00 PM
Where: Berkeley College
3 E. 43rd Street
7th Floor Conference Room
New York, New York  10017
United States

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CFP Exam Review Series

Sept 26 – Oct 24, 2017
Five classes over five weeks
6:00 – 8:00 p.m.
Come to class and pass the exam!



Unlock the Key to Success! The FPANY Mentoring and Career Development Committee is offering to our student members a five-week CFP exam review series. Members who have taken this course in the past achieved an 85% pass rate on the CFP exam. In this course we will:

  • Provide a specialist in a different financial planning subject every week
  • Dissect case studies that are provided to students in advance
  • Discuss the basics of the CFP exam and provide test taking tips
  • Give you the opportunity to ask all of your questions


Berkeley College
3 E. 43rd Street
7th Floor Conference Room
New York, NY 10017

Schedule to prepare for the November 7 - 14, 2017 CFP® Certification Examination:

  • Tuesday - Sept 26 - Introduction
  • Tuesday - Oct 3 - Investments
  • Tuesday - Oct 10 - Insurance
  • Tuesday - Oct 17 - Retirement
  • Tuesday - Oct 24 - Estate Planning

Every week a specialist in one of the CFP topics will join us.

Registration Fees: FPANY Member Free (Registration is required.)
This course is free to FPANY members. We advise non-FPA members who want to take part in the course to become members. You can join the Financial Planning Association by visiting their website at

Registration Deadline: Wednesday, September 20, 2017





Financial Planning Association of New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 646-503-4951




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