Personal Financial Planning

CFP® Exam Information, Scholarship Information, & Review Comparisons 

How to sign up for the CFP® Exam

For information about the CFP® Exam, dates, exam format, or to register to take the exam, please visit the CFP® Exam website.

Texas Tech PFP CFP® Exam Review Course

Did you know that the department offers a CFP® Exam Review course? For more information and to review FAQs, please visit the CFP® Exam Review FAQs page.

New Planner Recruiting CFP® Exam Scholarship Program

The New Planner Recruiting, LLC CFP® Exam Scholarship program provides a reimbursement to the scholarship recipient for the fee incurred to take and pass the CFP® Exam. For those who are interested in applying, they will be offering the program again in 2017. 

New Planner Recruiting, LLC is committed to the next generation of financial planners and encourages all aspiring planners to pursue the CFP® certification so they will be positioned for long term career success in the financial planning profession. To facilitate this, New Planner Recruiting is offering scholarships to cover the exam fee portion of the certification process for students in a CFP Board Registered Degree Program.

Each of the winners will receive reimbursement for what it cost them to take the CFP® certification examination. All awards will be paid in arrears once all criteria have been met including passing the exam. No partial awards will be granted. The decisions to award these scholarships shall be made at the full discretion of the New Planner Recruiting, LLC Scholarship Program Selection Committee. All applicants are responsible for reading, understanding and abiding by all of the guidelines.

For additional information about eligibility and how to apply, please visit New Planner Recruiting Scholarship Program. 2017 deadline to apply is April 30, 2017.

Dalton Education

Dalton Education offers two review programs, The Dalton Review and The Dalton Review Guarantee to Pass™.

The Dalton Review

Students enrolled in The Dalton Review are immersed in our core philosophy, which is to teach the material, assess student's strengths and weaknesses, then remediate those weaknesses. We believe that if our students learn the material, regardless of how a question is asked, they will get it right! Our program consists of a review readiness assessment, pre-study materials, office hours, both traditional and virtual classroom reviews, a comprehensive testbank, an exam readiness assessment, and much more. We encourage our students to attend the review lectures multiple times to make sure they've learned the material.

The Dalton Review Guarantee to Pass™

With the Dalton Review Guarantee to Pass™, we guarantee students will pass the CFP® examination the first time or we'll refund the enrollment costs 100%! Simply score 70% or better on our exam readiness quiz. Students that score 60% or higher on the exam readiness quiz have an 88% pass rate on the CFP® exam and historically half of our students score 60% or higher. Students in our Guarantee to Pass program receive everything in the Dalton Review, plus one on one coaching and supplemental study tools to guarantee their success on the CFP exam.

For more information, please contact an Enrollment Advisor at 844.721.7503 or by email at info@dalton-education.com. Visit www.thedaltonreview.com for additional information.

Lone Star Financial Education CFP® Review Program

The Lone Star Financial Education CFP® Review program was designed for today's CFP Exam. Our review was born in 2013 and has already helped over 500 students become CFP® professionals. Our goal is simple: Help you pass the CFP® exam. Our review materials are updated before each exam cycle to ensure students are prepared to succeed.

For $650, students receive:

• 1,000 pre-work items upon registration
• 1,500 discrete, set and case items at the class
• Extensive question rationales
• Mock CFP Exam
• Study Aids
• Four days of charismatic instruction by faculty who have worked extensively with the CFP® council of examinations.

For more information please see their website at www.lonestarfe.com or email Lorie at lorie@lonestarfe.com.