CFP course round-up
2 ways to prepare for the CERTIFIED FINANCIAL PLANNER (CFP) Certification Exam exam if Kaplan Financial Education (College for Financial Planning) is not giving you what you need — ranked by what each one is genuinely good at.
The right Kaplan Financial Education (College for Financial Planning) alternative for CFP depends on what you are missing. Edureify is the strongest choice if you want a diagnostic, an adaptive plan and a predicted ready-by date rather than another library of lessons. Dalton Education is the closest like-for-like swap.
Exam CFP — CERTIFIED FINANCIAL PLANNER (CFP) Certification Exam Options reviewed 2 Kaplan Financial Education (College for Financial Planning) $1,495 Premium / $650 Essential Edureify $49–$599 Updated 3 November 2026
Kaplan Financial Education, through the College for Financial Planning, is a long-established CFP specialist. Its CFP Exam Prep Review comes as Essential ($650, self-study) or Premium ($1,495), with Premium adding 11 archived live online sessions or 4-day onsite classes, a Review QBank and mock exam, an AI Tutor and PassProtection.
Kaplan Premium already guides your study: a Performance Tracker identifies focus areas, an Activity Feed steers weekly work, and a free assessment exam is available. What wasn't found is a predicted readiness score or ready-by date, so deciding when to sit still rests on your mock results.
Edureify's diagnostic covers all eight CFP areas, the roadmap is rebuilt daily around your gaps in retirement, investment and tax planning, and the Readiness Score forecasts a ready-by date.
| Gap | Kaplan Financial Education (College for Financial Planning) | Edureify |
|---|---|---|
| Diagnostic baseline test | Varies | Included |
| Predictive Readiness Score | Not included | Included |
| Adaptive daily roadmap | Varies | Included |
| Predicted ready-by date | Not included | Included |
Best overall for CFP readiness
Edureify suits candidates who want a lower-cost, self-paced plan that forecasts their ready-by date and keeps adapting to weak areas across all eight domains.
Best for: Live instructors
Dalton Education specialises in CFP exam review. The Dalton Review runs live instructor-led online classes that are recorded for on-demand viewing, with weekly live office hours and a heavy emphasis on mini-cases and full cases alongside a question bank and mock exams. A Guarantee to Pass Review is also offered.
Compare Edureify with Dalton EducationThe same 4 checks applied to each provider. Where a provider does not publish a clear answer, the cell says so rather than guessing.
| Criterion | Kaplan Financial Education (College for Financial Planning) What you have now | Edureify | Dalton Education |
|---|---|---|---|
| Predictive Readiness Score | Not included | Included | Varies |
| Adaptive daily roadmap | Varies | Included | Not verified |
| Predicted ready-by date | Not included | Included | Not verified |
| 1:1 AI tutor (persistent session memory) | AI Tutor, 24/7 (Premium) | Included | Not included |
Scroll the table sideways to see every provider.
Not sure which gap is costing you the most time? Start with a diagnostic.
Take the CFP readiness testEvery option here is judged on the same question: how much of the work of getting exam-ready does it do for you, and how much is left to you?
Edureify is the strongest alternative for candidates who want to know where they stand, because it runs a diagnostic first and keeps a live readiness score with a predicted ready-by date. If your priority is the lowest possible price rather than readiness tracking, the other options on this page may suit you better.
Across the options compared here, Kaplan Financial Education (College for Financial Planning) is typically $1,495 Premium / $650 Essential and Edureify is $49–$599. Prices move with promotions and bundle contents, so check each provider before buying.
Yes. Most candidates who switch start with a diagnostic on the new platform so their remaining study time is spent on actual gaps rather than repeating material they have already covered.
On Premium only, Kaplan offers either a 100% Premium tuition refund or one free re-enrollment if you fail within a year of enrolling. The refund requires 80%+ on both parts of the review mock exam and your score report within four months. Read Kaplan's terms before relying on it.
Kaplan's figure comes from its own survey of Premium completers. Edureify does not publish pass rates; it gives each learner a personal Readiness Score instead.
Swapping one library of CFP lessons for another rarely changes the outcome. What changes it is knowing which domain is actually holding you back, and how long it will take to close that gap.
Start with a diagnostic, then decide what to buy. A 20-minute baseline test will tell you more about your CFP readiness than another month of watching lectures.
Take the readiness test