Our Services

March 2026 CFP Exam Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Ended
3,800 US dollars
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March 2026 CFP Prep Group (3:15 pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Ended
3,800 US dollars
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July 2026 CFP Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Ended
3,800 US dollars
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July 2026 CFP Prep Group (3:15pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Ended
3,800 US dollars
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CFP Fundamentals Pod (July 2026 Cycle)
Wednesdays at 2 pm PST
Ended
1,700 US dollars
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Exam Readiness Assessment (YT)
35 min
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CFP Fundamentals (Mar. '26) with Raman
Meetings are held once a week on Tuesday at 2pm PST (5pm EST).
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1,500 US dollars
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November '26 CFP Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Starts Aug 31
3,800 US dollars
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November '26 CFP Prep Group (3:15pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Starts Aug 31
3,800 US dollars
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CFP Fundamentals Course (Nov 2026 Cycle)
Wednesdays at 2 pm PST
Started Jul 15
1,500 US dollars
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March '26 CFP Prep Group (Truncated)
Varying days and times
Ended
1,950 US dollars
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CFP Retaker Small Group (July 2026)
Ended
2,000 US dollars
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CFP Fundamentals Pod (March '27 Cycle)
Wednesdays at 2 pm PST
Starts Nov 4
2,000 US dollars
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March '27 CFP Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Starts Jan 18, 2027
4,000 US dollars
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March '27 CFP Prep Group (3:15pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Starts Jan 18, 2027
4,000 US dollars
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TEST
Ended
1 US dollar
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CFP Fundamentals Course (July 2027)
Meetings are held twice a week on Monday and Thursday at 2pm PST for a total of 4 weeks.
Starts Apr 5, 2027
2,000 US dollars
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July '27 CFP Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2pm PST
Starts May 10, 2027
4,000 US dollars
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July '27 CFP Prep Group (3:15pm PST)
Monday, Wednesday, Thursday at 3:15pm PST
Starts May 10, 2027
4,000 US dollars
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Corporate Group Series 6 Prep Course
Monday, Wednesday, Thursday at 4pm EST
Ended
Corp. price applies
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Series 7 Small Group Class (Sept 2025)
Monday, Wednesday at 11 am PST
Ended
2,599 US dollars
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Series 7 Small Group Course (Jan. 2026)
Monday, Wednesday, Thursday at 1 pm PST
Ended
2,599 US dollars
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Series 10 Small Group Course (Jan. '26)
Monday, Thursday at 11 am PST
Ended
2,400 US dollars
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Series 7 Small Group Course (Mar. 2026)
Monday, Wednesday, Thursday at 1 pm PST
Ended
2,599 US dollars
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Series 63 Small Group Course
Ended
900 US dollars
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Series 9 Group Course (Mar-Apr '26)
Monday, Thursday at 11am PST
Ended
2,400 US dollars
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SIE Prep Course (Apr. '26) with Joe
Monday, Wednesday, Thursday at 1 pm PST
Ended
1,600 US dollars
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Series 63 Course (Apr. '26) with Joe
Monday, Wednesday, Thursday at 1pm PST / 4pm EST
Ended
900 US dollars
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Series 63 Small Group (June '26)
Ended
1,600 US dollars
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Series 7 Small Group Class (July 2026)
Monday, Wednesday, Thursday at 1 pm PST
Started Jul 27
2,599 US dollars
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Series 63 Small Group (June '26)
Ended
1,600 US dollars
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SIE Prep Course(July 26) with Joe Nissim
Monday and Thursday at 2 pm PST
Started Jul 20
2,100 US dollars
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Series 66 Small Group (Aug & Sept '26)
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1 hr
1,700 US dollars
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Exam Readiness Assessment
Start with a free 35-min assessment.
35 min
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CFA Level 1 Course (Feb-May '26)
Ended
5,600 US dollars
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CFA Level 3 Small Group - August 2026
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Our Services

March 2026 CFP Exam Prep Group (2pm PST)

March 2026 CFP Prep Group (3:15 pm PST)

July 2026 CFP Prep Group (2pm PST)

July 2026 CFP Prep Group (3:15pm PST)

CFP Fundamentals Pod (July 2026 Cycle)

Exam Readiness Assessment (YT)

CFP Fundamentals (Mar. '26) with Raman

November '26 CFP Prep Group (2pm PST)

November '26 CFP Prep Group (3:15pm PST)

CFP Fundamentals Course (Nov 2026 Cycle)

March '26 CFP Prep Group (Truncated)

CFP Retaker Small Group (July 2026)

CFP Fundamentals Pod (March '27 Cycle)

March '27 CFP Prep Group (2pm PST)

March '27 CFP Prep Group (3:15pm PST)

TEST

CFP Fundamentals Course (July 2027)

July '27 CFP Prep Group (2pm PST)

July '27 CFP Prep Group (3:15pm PST)

Corporate Group Series 6 Prep Course

Series 7 Small Group Class (Sept 2025)

Series 7 Small Group Course (Jan. 2026)

Series 10 Small Group Course (Jan. '26)

Series 7 Small Group Course (Mar. 2026)

Series 63 Small Group Course

Series 9 Group Course (Mar-Apr '26)

SIE Prep Course (Apr. '26) with Joe

Series 63 Course (Apr. '26) with Joe

Series 63 Small Group (June '26)

Series 7 Small Group Class (July 2026)

Series 63 Small Group (June '26)

SIE Prep Course(July 26) with Joe Nissim

Series 66 Small Group (Aug & Sept '26)

Exam Readiness Assessment

CFA Level 1 Course (Feb-May '26)

CFA Level 3 Small Group - August 2026

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