CFP® Certification Professional Education Program (for March 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 March 2023. A pre-exam certification review course is offered in February 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.
Courtyard by Marriott in Philadelphia/Montgomeryville
544 Dekalb Pike
North Wales, PA 19454
This class will also be LIVE STREAMED thru Cisco WebEx and recorded. If you are attending remotely, you must be online each of the days as if you were in Montgomeryville.
If you need a room to join us in person, Courtyard Philadelphia Montgomeryville has given us a block for $123 per night. Below is the booking link which requires a group code. The group codes are different by class and are listed below the link.
- August 24-26 - General Principles: BDE
- September 28-30 - Insurance: DEC
- October 19-21 - Investments: DNK
- November 9-12 - Income Tax: DAN
- December 14-17 - Retirement: DNO
- January 11-14 - Estate: DKO
- January 25-27 - Capstone: BEC
If you have any problems booking a room, please contact the hotel directly and ask for Samantha Villa. Please identify yourself as a Brett Danko student attending the classes.
$920/class (Total for 7 classes - $6,440). Payment for each individual class is made on the start date of that class (You are not required to pay $6,440 upfront, just $920 at a time). Credit cards are accepted.
Fee includes shipping of materials, handouts, practice cases, and a final exam for each module.