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Please note, once you complete this payment for your live review class the following charges for enrollment changes/cancellations are in effect:

  1. Full Cancellation – If you pay full price and cancel (meaning you will not attend a class now or in the future) you will receive a refund of $400. There is no refund for full cancellations for individuals that do not pay full price for the review class. If you cancel and wish to re-enroll in the future, the full price listed on our website applies.
  2. Change to a different exam cycle – Exam cycles are March, July and November.  You are enrolling for a specific “Cycle.” If you wish to change your enrollment to a different cycle for any reason there is an additional $150 charge to make this change. There are no exceptions. There is no refund of the original enrollment price.
  3. Change to a different location within the same exam cycle – If you wish to change review class locations but will remain within the same exam “cycle” there is no charge for this change. (i.e. you may change from the Boston review class to the Philadelphia review class (which occur within the same month) without additional charges).
  4. Change to a virtual class after registering for an in-person Live Review class - you may enroll in a Live Review and then switch to a Virtual Review, but because space is limited, there will be no refund of any price difference.
  5. If you have any questions about these policies please contact us before registering. Once you are registered you have agreed to all policies listed above.

What Our Students Say:

"Passed! First time test taker! Thanks Danko!!"

T.X., Live Review student (November 2023)

"Just passed! Thanks to this group and especially Brett and John!!!!"

A.P., Live Review student (November 2023)

"Passed!! Huge thank you to Brett, John, and Amy couldn’t have done it without your help!"

T.K., Live Review student (November 2023)

Ready to PASS the CFP® Exam?