CFP® Certification Professional Education Program (for July 2024 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 more than 21 years and has taught the Board pre-exam certification review courses for 19 years.

Upon completion, participants are eligible to PASS the CFP Board exam in July 2024.  A pre-exam certification review course is offered in June 2024 (see location/dates here) 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.


Brett Danko

John Choi

Class Information:

These classes will be LIVE STREAMED thru Cisco WebEx and recorded.  

Class Schedule:

  • Wednesday, Thursday, and Friday: 9:00AM – 6:00PM (Eastern)
  • Saturday 9:00AM -12:00PM (Eastern)


$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). 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:

Class Class Date
FP101: General Principles (for July 2024 Exam) November 15, 2023 to November 18, 2023
FP102: Insurance Planning (for July 2024 Exam) December 13, 2023 to December 16, 2023
FP103: Investment Planning (for July 2024 Exam) January 24, 2024 to January 27, 2024
FP104: Income Tax (for July 2024 Exam) February 21, 2024 to February 24, 2024
FP105: Retirement Planning (for July 2024 Exam) March 20, 2024 to March 23, 2024
FP106: Estate Planning (for July 2024 Exam) April 17, 2024 to April 20, 2024
FP107: Capstone (for July 2024 Exam) May 8, 2024 to May 10, 2024