Skip to main content

We Will Help You PASS the CFP® Exam™

Brett and his team of instructors don’t just help you take the CFP® Exam, they prepare you to PASS it.

Where are you in your CFP® journey?

I Need To ...

Take CFP® Education Classes

REGISTER FOR CFP® EDUCATION NOW:

July 2025 Exam

November 2025 Exam

LEARN MORE

Looking for classes to prepare for the exam in March 2026? Click here to be notified when registration opens.

Get Ready for the CFP® Exam

Registration is open for Live Reviews for the July 2025 exam.

Click here to be notified via email when registration opens for the Live Reviews for the November 2025 exam.

Get Continuing Education Credits

We offer 2 opportunities for Continuing Education:

A 2-hour CFP Board Code of Ethics and Professional Conduct and a 6-hour CFP® Pro Day of CE.

LEARN MORE

Why Prepare with Brett Danko?

We have the highest pass rate and fastest pace.

How? For over 20 years, Brett Danko and the Danko team put students first. Our students receive the best support in the industry - from our instructors, our support team, and our awesome community of learners.

Personal Attention

Have a problem or concern? Send a message or give us a call and we will help you figure it out - even after hours.

Leading Educators

Our classes are taught by practicing CFP® pros with years of real-world experience and proven results in the classroom.

Vibrant Community

We maintain forums and Facebook groups so you can create student groups, ask questions, and stay up to date with important information.

About Brett Danko Education Center

Partners in Learning

Brett Danko, John Choi, and Amy Leis are a dynamic team. They are all CFP® professionals and have decades of financial planning experience. Each brings their unique personality, knowledge, and expertise to the classroom to help you understand the material instead of just memorizing it. Understanding these complex CFP® concepts will not only help you PASS the exam, but it will also help you apply them in your professional practice, making you a better financial planner.

Learn More...

We Help You Succeed!

All of our classes are taught by a practicing CFP®professional.

Education classes are held once per month to give you time to study.

Our programs include key learning tips from Amy Leis, PhD, CFP®, an educational psychologist.

Our instructors have decades of real-world experience.

HOW TO BECOME A CFP® Pro

1. EDUCATION

"The education requirement helps to provide the knowledge required to deliver professional, competent and ethical financial planning services to clients. There are two main parts to the requirement: completion of CFP Board-approved coursework, and a bachelor's degree in any discipline from an accredited college or university."  (CFP Board)

The Brett Danko Fast Track CFP Certification Program fulfills the coursework required to take the CFP® exam.  Our program includes 7 classes:

OUR PROGRAM

2. PASS THE EXAM

The CFP® exam is offered three times per year (March, July, and November) and tests your ability to apply financial planning knowledge to real-life situations. Test topics include the financial planning process and principles, insurance, tax planning, income and retirement planning, estate planning, risk management, and more.

The Brett Danko Live Review centers on application, analysis, and case evaluation through 35+ classroom hours and materials including 3,500+ questions on quizzes, mock exams, and case studies.

OUR EXAM PREP SESSIONS

3. EXPERIENCE

The experience requirement prepares you to provide personal financial planning to the public as a CFP® professional. There are many ways to satisfy this requirement, and experience may be gained before or after you take the CFP® exam. Ultimately, you must complete 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.

4. ETHICS

From cfp.net

"The ethics requirement is an important step on your path to CFP® certification. You must commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice — and commit to other high ethical and conduct standards. You'll need to disclose information about your background, and CFP Board will conduct a detailed background check."

What Our Students Say:

"Passed! Thank you so much team Danko, couldn’t have done it with out you. Everything you taught and said was true. The test definitely didn’t feel as hard as Brett’s and the attention to detail made it easy to spot when they were being tricky."

C.S., Live Review student (November 2023)

"Passed! I couldn't have done it without the Danko Team!"

D.L., Live Review student (November 2023)

"Passed! Had a lot of nerves/self doubt coming into this test. This Danko course was a life saver and provided the guidance I needed to pass this thing on attempt one. Thank you to the entire Danko team for putting together this amazing prep course!"

N.G., Live Review student (November 2023)

Ready to PASS the CFP® Exam?