You will have one full year from the date of purchase to complete the program. If you choose to download the materials, you receive an additional $75.00 off the purchase price. However, if you purchase the hard copies (which you'll use for reference during your first year) you'll receive the downloads for free!

This program has been accepted by the CFP Board for 20.5 CE Credits.

This is a Self-study program and IDFA recommends you purchase the HP12C financial calculator. All examples of problems and practice test answers are derived using the HP 12c calculator.


All prices subject to taxes where applicable.

Disclaimer -

By purchasing this product you are verifying that:

1) you have a minimum of three years experience, a BA degree and you are currently in good standing with your broker/dealer and any regulatory agencies, or

2) that you have been granted an exemption by IDFA to those requirements.

Please click here to update.