Review Course Information

Getting ready to take the CFP® Certification Examination can be daunting. For most people, a review course is a critical part of the preparation. Grand Valley State University is pleased to offer a CFP® Certification Examination Review Course. This review course will be held online. The course will focus on a review of major topics from the CFP Board's certification examination topic list and is structured as follows:

  • Personal Income Tax Planning
  • Estate Planning
  • Retirement & Benefits Planning
  • Insurance Planning
  • Investment Planning

Course Availability

This course will be held in June every year and is held online:

  • 3 hours in the evening
  • 2 days one week
  • 3 days the next week

Registrant Eligibility

Registrants for this review course must have completed a CFP Board-Registered program or be eligible to take the CFP® Certification Examination on a challenge basis (see CFP Board website for more information).


Registration Information

Registration can be done online by clicking here or filling out the registration form and returning it via email or regular mail. The cost of the review course is $500.


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

Grand Valley State University does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER and certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.



Page last modified September 1, 2016