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 Standards^TM (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 March 2024.  A pre-exam certification review course is offered in February 2024 (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:

Courtyard by Marriott in Philadelphia/Montgomeryville
544 Dekalb Pike, North Wales, PA 19454
(215) 699-7247.

These classes will also be LIVE STREAMED thru Cisco WebEx and recorded. If you are attending remotely, you must be on each of the days as if you were in Montgomeryville. Any questions or conflicts can be discussed with David Danko.  

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). 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.

Instructors:

Brett Danko, Thomas Pablo and John Choi are the Instructors for these classes.