CFP® Certification Professional Education Program: Baltimore/Washington

The CFP® Certification Professional Education Program is a live class that consists of seven (7) educational classes – General Principles of Financial Planning, Insurance, Investments, Income Tax, Retirement Planning, Estate Planning and Capstone. 

This CFP® Certification Professional Education Program is administered through Stockton University Professional Financial Planning Program and is registered with the Certified Financial Planner Board of StandardsTM (CFP Board).  The materials are developed by Ken Zahn, CFP® and maintained by Brett Danko, CFP®.  Brett has been a CFP® for over 15 years and has conducted the Board pre-exam certification review courses for nearly 15 years.

Upon completion, participants are eligible to PASS the CFP® Board exam in November 2020.  A pre-exam certification review course is offered in October 2020 (location/dates TBA) at an additional cost.

Individuals are welcome to mix and match courses from other programs.  For example, if someone has completed courses with another curriculum (like the American College or College of Financial Planning), they can simply take the courses they need from the program we are offering.


CLASS MEETING DATES BY LOCATION

Schedule:

Please note the location for each class.

Hunt Valley, MD

Columbia, MD

  • July 29-Aug 1, 2020 - Retirement
  • Aug 26-29, 2020 - Estate
  • September 23-26, 2020 - Capstone
  • *Live Review - October Dates TBD

Courtyard by Marriott Baltimore Hunt Valley
221 International Circle
Hunt Valley, MD 21030
(410) 584-7070

Courtyard by Marriott Columbia
8910 Stanford Blvd
Columbia, MD 21045
(410) 290-0002

The first four (4) classes will be held in Hunt Valley with the last three (3) classes and the Pre-Exam Live Review course held in Columbia, MD.  Hotel addresses are above.


Cost:

$900/class (Total for 7 classes - $6,300).  Payment for each individual class is made on the start date of that class (You are not required to pay $6,300 upfront, just $900 at a time).  Credit cards are accepted.

Fee includes all course reference materials, significant handouts, practice cases, and educational course test.   Students will receive the course material in advance of each course. 


Course Instructors:

For questions, contact: David@brettdanko.com