Casebook Workshops

The Casebook Workshop will review 8 comprehensive cases with both instructional and rationale videos. The instructors will work through the cases by integrating the six major areas of financial planning: General Principles, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning. The questions and cases are based upon the CFP Board criteria for those preparing for the CFP® Certification Examination. This workshop is not a replacement for the Comprehensive Live Review.
Who should attend?
Students needing a better understanding on case study format prior to taking the CFP® Certification Examination.
Price: $275.00
Note: The Casebook Workshop is only valid for the current testing cycle.
July 2021 CFP® Certification Examination
CFP® Certification Exam
July 6-13, 2021
Application Date
June 22, 2021
November 2021 CFP® Certification Examination
CFP® Certification Exam
November 2–9, 2021
Application Date
October 19, 2021
Zahn Education Demo