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CFP Instruction from Today's Leading Expert
Brett Danko - mentor, teacher, financial planner - is today's leading active expert on Certified Financial Planning. Learn directly from him just like thousands of other CFPs.
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We will help you PASS the exam!sm
The Best Live Reviews
Insightful, Dynamic, Effective. Live reviews classes with Brett Danko are impactful, engaging and filled with the latest cases studies, all taught with the most up to date and comprehensive materials.
Sign up for a class today.
Continuing Education
Lively, informative Online Classes administered by the industry's best instructor. Brett provides you with the kind of real world knowledge that will help your business and career.
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Mentoring that's Timely, Exciting, Informative
Looking for insights into the ever changing financial world? Want to help bring your business to the next level?
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Fast Track CFP® Certification Program

Fast Track CFP® Certification Program

Upon completion, students are eligible to take the CFP® Board Examination given each year in March, July and November.

Registration is open for classes in:

  • St. Louis Area, MO
  • Harrisburg/Hershey, PA
  • Portland, OR / Seattle, WA
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CFP® Exam Live Review - June 2021

CFP® Exam Live Review - June 2021

35 classroom hours of instruction to prepare you for the July 2021 CFP Exam

Upcoming Classes for
July 2021 Certification Exam

  • Boston Area, MA: June 13-16, 2021
  • Pittsburgh, PA: June 17-19, 2021
  • Philadelphia, PA: June 20-23, 2021
  • Newark, NJ: June 24-27, 2021
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Virtual CFP® Exam Prep

Virtual CFP® Exam Prep

An online CFP® Exam Prep course in cooperation with the Boston Institute of Finance.

The course follows the same proven method and uses the same materials that has made the Comprehensive Live Review courses so successful. It is the perfect option for anyone who is unable to attend a Live Review because of time, distance, or other restrictions.

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CFP® Ethics CE

CFP® Ethics CE

Brett offers a dial-in class, CFP® Board Code of Ethics and Professional Conduct, that fulfills the CFP® Board’s 2 Hour Ethics CE requirement for maintaining your CFP® Certification.

April 20, 2021, 2-4pm (EST)

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Stay on Top of Financial and CFP® News, Trends, and Best Practices

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Audio/Video Insights Program

There is so much information coming across your desk it is almost impossible to decide what is most important for you to read and learn in order to best serve your clients and grow your business. The good news is… you do NOT need to know everything! Now get vital information directly from Brett!

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Insights Blog

News, resources, and insights for financial planners

Home - Blog List

  • Happy Holidays!
  • Answering Questions About PPP
  • How to Handle a 529 Refund from Your Child's College
  • Effect of the Election on the Markets & Economy
  • July Exam Postponed by CFP Board
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About Us

Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

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CFP Materials and Tools

Resource Center

Additional Resources to Supplement Your Studies
 

Ethics

Brett offers a dial-in class, CFP® Board Code of Ethics and Professional Conduct, that fulfills the CFP® Board’s 2 Hour Ethics CE requirement for maintaining your CFP® Certification.

Ethics Classes

Ethics CE: April 20, 2021, 2-4 pm (EST)
 

Student Center

Links to the currently available online quizzes to be used in your exam preparation are available to students who took a Live Review class in October. Quizzes and cases are available in the online format only. Good luck with your studies!
 

Flashcards

We offer Online and Hard Copy Flashcards so you can quiz yourself while you’re on the go.
 

Seminars

Brett has a proven track record of providing high impact, interactive presentations, seminars, and keynote speeches for a variety of audiences.

About Us

Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

Learn More...

Contact Info

Call Us: 609-730-9222

Email Us: david@brettdanko.com

Quick Links

  • Pay for a past class
  • Register for a CFP Class
  • Register for Live Review

 

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