CFP® Certification Professional Education Program (for July 2023 Exam)

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 updated and maintained by Brett Danko, CFP®.  Brett has been a CFP® for 20 years and has taught the Board pre-exam certification review courses for nearly 19 years.

Upon completion, participants are eligible to PASS the CFP Board exam in July 2023.  A pre-exam certification review course is offered in June 2023 (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 or AUDIT the classes if a refresher is needed.

Location:

VIRTUAL. This class will be LIVE STREAMED thru Cisco WebEx and recorded. 

Cost:

$950/class (Total for 7 classes - $6,650). Payment is due 30 days in advance of the start date of class (you are not required to pay $6,650 upfront, just $950 at a time).  Credit cards are accepted.

Fee includes shipping of materials, practice cases, and a final exam for each module. Students will receive the course material when payment is received for the course.

 

Class Schedule:

Virtual
Link to Register Class Date
FP101: General Principles (for July 2023 Exam) November 16, 2022 to November 18, 2022
FP102: Insurance Planning (for July 2023 Exam) December 14, 2022 to December 16, 2022
FP103: Investment Planning (for July 2023 Exam) January 18, 2023 to January 20, 2023
FP104: Income Tax (for July 2023 Exam) February 22, 2023 to February 25, 2023
FP105: Retirement Planning (for July 2023 Exam) March 15, 2023 to March 18, 2023
FP106: Estate Planning (for July 2023 Exam) April 19, 2023 to April 22, 2023
FP107: Capstone (for July 2023 Exam) May 10, 2023 to May 12, 2023