Free offer: If you are still deciding, I will send the entire “General Principles of Financial Planning” module to you at no cost. This module more than 160 pages and includes over 135 practice problems and a detailed index. Just send an email to info@fpi-corp.com with your name, email address, and business address.

Current Schedule

Specific locations are shown below. I am limiting the class size to 20 students at each location – you’ll each get the attention you want and need. You will also get your questions answered.

The preliminary study material is available in a password secured PDF file that will be sent to your email address. The PDF files can be highlighted, notes can be added to the material, and you can save the files on your home and office computer. At the Live Review itself you will be provided with a hardcopy of the Live Review study material. Lunch will be provided each day.

Read the following information very carefully.

You will need to spend approximately 120 hours with the preliminary study material before attending the Live Review. Instructions on how to access our website bulletin board will be forwarded with your study materials. I will also include information on how to study. The bulletin board is used to ask your questions on the material or test, and for correcting any errors found in the material. Your questions are posted for all to see but no identifying information is posted. That means no one will know who asked any posted question. I will also be available to talk with you by phone.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and , which it awards to individuals who successfully complete initial and ongoing certification requirements.