"Passed!! Huge thank you to Brett, John, and Amy couldn’t have done it without your help!"
CFP® Certification Professional Education Program (for March 2025 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 March 2025. A pre-exam certification review course is offered in February 2025 (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.
Instructors:
Brett Danko
John Choi
Class Information:
These classes will be LIVE STREAMED thru Zoom and recorded.
Class Schedule:
- Wednesday, Thursday, and Friday: 9:00AM – 6:00PM (Eastern)
- Saturday 9:00AM -12:00PM (Eastern)
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, final exam for each module, and access to our online materials. Students will receive the course material when payment is received for the course.
DO NOT PURCHASE FLASH CARDS AT THIS TIME - THEY ARE AVAILABLE AT THE TIME YOU PURCHASE YOUR LIVE REVIEW.
Class Schedule:
Class | Class Date |
---|---|
FP101: General Principles (for March 2025 Exam) | August 21-24, 2024 |
FP102: Insurance Planning (for March 2025 Exam) | September 18-21, 2024 |
FP103: Investment Planning (for March 2025 Exam) | October 16-19, 2024 |
FP104: Income Tax (for March 2025 Exam) | November 6-9, 2024 |
FP105: Retirement Planning (for March 2025 Exam) | December 4-7, 2024 |
FP106: Estate Planning (for March 2025 Exam) | January 8-11, 2025 |
FP107: Capstone (for March 2025 Exam) | January 22-24, 2025 |