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About PlannerPrep

Support your CFP® exam preparation with a complete membership built around practice exams, a full-length question bank, and a focused study guide.  Our study material is accessible on your schedule, for as long as your membership is active.

Save time studying and improve your first attempt pass rate with simulated practice exams that mirror the structure of the actual CFP® exam, paired with study guide content written to get you exam-ready without wading through material you don’t need.

Our team of CFP® professionals built PlannerPrep’s practice exams and study guides around one goal: mastering the material through realistic repetition, not passive reading.

Main Features

 Practice Exams Structured to Simulate the Actual CFP® Exam

  • Practice exams mirror the format, question mix, and pacing of the real CFP® exam
  • Every question includes a detailed rationale, mapped to the CFP Board Principal Knowledge Topics
  • Take each practice exam as many times as you want throughout your membership period

A Study Guide Built to Reduce Your Study Time

  • Covers all CFP Board Principal Knowledge Topics
  • Downloadable PDF for phone, desktop, or print
  • Focused, exam-relevant content — not a repackaged textbook

A Question Bank for Deliberate Practice

  • Up to 500 multiple-choice questions depending on your membership tier
  • Every answer includes a rationale
  • Results tracked by topic area so you know exactly where to focus
  • Build custom question sets by topic

Membership Access That Matches Your Timeline

  • No attempt limits — practice as much as you want while your membership is active
  • Choose 1 year or 2 years of access — same full content either way
  • Upgrade anytime if your exam date moves

Comprehensive Content

  • Full study guide covering every CFP® exam domain, included with every membership
  • 3 full-length practice exams included with every membership
  • 500 questions in the question bank, included with every membership
  • All content mapped to the CFP Board exam blueprint

Membership Options

One Membership, Every Component, No Attempt Limits

Every PlannerPrep membership includes the full Complete Package — there’s no add-on pricing or upsell for individual components. Choose your access length and everything is unlocked immediately.

Silver Plan

$197
  • Full Study Guide
  • 3 CFP Practice Exams
  • Question Bank - 500 MCQS
  • Access Length: 1 Year
Learn More

Gold Plan

$297
  • Full Study Guide
  • 3 CFP Practice Exams
  • Question Bank - 500 MCQS
  • Access Length: 2 Years
Learn More

Clients’ Testimonials

  • Very pleased to study with PlannerPrep. Their study material was comprehensive and clear. I was able to pass the CFP exam on my first attempt.

    “
    Andrew M
    Chicago, Illinois

  • I’m so happy I found your study material. Your website was easy to navigate regardless if I was on my laptop or phone. The case question were challenging but definitely prepared me for the official exam. Thank you again!!

    “
    Patricia S
    Boise, Idaho

  • So much value packed into your material. I appreciate the detailed rationale for each of the short scenarios and case questions. Passed on the exam on my first try.

    “
    Simon G
    Seattle, Washington

  • Thank you for your help! The same day responses to my questions as I went through your material was great.

    “
    Glenn L
    Fort Lauderdale, Florida

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