CFP study lecture videos recommendations?
Hi everyone,
I’m preparing for the CFP® exam this July and wanted to get recommendations from those who have passed.
I already have access to the traditional materials (books, question banks, etc.), and I am using them—but I’ve realized I learn best through lecture-style videos.
For context, when I took the Series 66, I barely opened the book and passed mainly by watching one instructor who explained everything in a super clear, straightforward way. That format just clicks for me.
For the CFP®, I’m definitely reading and putting in the work—but I’d love a supplemental resource that’s heavily video-based.
What I’m looking for:
Strong lecture-style teaching (not just reading slides)
Clear explanations that simplify concepts
More practical / intuitive vs overly technical or academic
Something that helps things “click” vs going super deep into theory
What I’m NOT looking for:
Kaplan / Dalton / big-box programs as the primary resource
Videos that feel overly analytical, dense, or textbook-like
For those who passed:
Did you use any video-heavy supplemental resources?
Any instructors who explain things in a simple, digestible way?
Anything that helped you actually understand vs memorize?
Appreciate any insight—thank you!