CFP® Live Review

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

You’ve worked hard to qualify to sit for the CFP® Certification Examination. Now, take those last steps to ensure your success.

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, March 10-13, 2010 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.

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

REVIEW COURSE STUDY MATERIAL

To order the study material for the "CFP Certification Exam Review Course" from the College for Financial Planning, call:

Christie Heinrich, the UMSL Live Review student service representative, at 1-800-237-9990 ext. 4858.

Identify yourself as a UMSL/University of Missouri–St. Louis CFP Review student to receive the discounted rate of $300‡. Request product #A0942.

By using Visa, MasterCard, American Express, or Discover, you assure next business day shipping. Unless otherwise instructed, all study materials will be shipped UPS ground, with anticipated delivery time being 4–5 business days. (Personal checks are also accepted, but must be processed before the shipment can be released.)

If you have already prepaid the College of Financial Planning for all five modules of study material plus review material, tell the operator. They will ship your prepaid review material as originally promised, plus include all your study outlines for only $75.

FINANCIAL CALCULATOR
The CFP Board of Standards has a list of allowable calculators that can be used when a student sits for the certification exam. The financial calculator that will be used for this course is the Hewlett-Packard HP-10BII. If you choose to use another calculator, you will be responsible for knowing how to replicate the functions as demonstrated in class.

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.

Cancellation Policy: The University reserves the right to cancel any program. In the event of cancellation, you will be notified immediately, and all program fees will be returned. If you must cancel the registration, you are entitled to a full refund only if you cancel two weeks prior to the first class. A $50 processing fee will be assessed for later cancellations up to the first class.

Income Tax Deduction: The cost of continuing education is deductible for federal income tax purposes under certain circumstances. Check with the IRS or your tax advisor.

This page last updated April 16, 2009 .