Certified Financial Planner (CFP) Preparation Courses with Select Advisors Institute

In the crowded landscape of CFP® exam prep providers, Select Advisors Institute stands apart by offering a truly elite, personalized path to certification. At the forefront of this transformation is Amy Parvaneh, a powerhouse in the financial education world and the strategic visionary behind the Institute’s acclaimed training model. If you're aiming not just to pass the Certified Financial Planner (CFP) exam, but to excel in the profession, this is the program that delivers.

Why Select Advisors Institute Is Different

While many test prep platforms like Kaplan, Udemy, or Study.com provide static content, Select Advisors Institute brings a premium, human-centered approach that bridges textbook knowledge with real-world financial advising excellence. Our program isn’t about rote memorization or passive videos — it's about strategic mastery, leadership development, and individualized attention.

We work exclusively with serious professionals and aspiring top-tier advisors who understand that passing the CFP® exam is just one step. What matters is how you position yourself as a confident, credible, and in-demand financial planner from day one — and that’s where our system thrives.

The Leadership Behind the Excellence

Amy Parvaneh, founder and CEO of Select Advisors Institute, brings over two decades of experience in coaching top-performing advisors across wirehouses, RIAs, and private equity-backed firms. Her deep industry insight allows her to go beyond test prep and focus on executive presence, advanced communication, and market positioning — the core skills financial planners need to thrive post-certification.

Under Amy’s guidance, CFP® candidates receive the kind of mentorship that builds not just passing scores, but powerful personal brands. This one-on-one, high-touch approach is what makes our CFP® preparation courses different — and wildly effective.

A Customizable Curriculum

We know that no two candidates are alike. Some are seasoned in investment planning but need support with estate and tax; others are career-changers looking to master the foundations. That’s why our CFP® prep is fully customizable.

We align our content with the official CFP Board domains, covering:

• Professional Conduct and Regulation
  
  

• General Principles of Financial Planning
  
  

• Investment Planning
  
  

• Retirement Savings and Income Planning
  
  

• Tax Planning
  
  

• Estate Planning
  
  

• Risk Management and Insurance
  
  

More importantly, we contextualize these domains with case-based coaching, mock exams, and direct feedback from certified professionals who’ve sat in your seat — and passed.

What You’ll Gain Beyond Certification

Most CFP® courses end at the exam. Select Advisors Institute starts with the exam and then elevates your entire professional journey.

You’ll walk away not only CFP® certified but also with:

• A refined personal brand strategy
  
  

• Advanced executive presence training
  
  

• Tools to attract high-net-worth clients
  
  

• Real confidence to lead conversations with prospects, firms, and future clients
  
  

Join the CFP® Leaders, Not Just the Passers

When you train with Select Advisors Institute, you don’t just prepare — you position yourself as a leader. Amy Parvaneh has mentored thousands of advisors who are now among the top 1% in their firms. Our CFP® course is the first step in unlocking that same path for you.

Whether you're new to the field or looking to enhance your credentials, don’t settle for off-the-shelf education. Join a proven, dynamic, and high-touch learning experience — led by the very best.