This program is for students who are ready to start their CFP® Certification Professional Education Program in August 2024.
Upon completion, participants are eligible to PASS the CFP Board exam in March 2025. A pre-exam certification review course will be offered in February 2025 (location/dates TBA) at an additional cost.
Class Schedule:
- FP101: General Principles - August 21 – 24, 2024
- FP102: Insurance Planning - September 18 – 21, 2024
- FP103: Investment Planning - October 16 – 19, 2024
- FP104: Income Tax - November 6 – 9, 2024
- FP105: Retirement Planning - December 4 – 7, 2024
- FP106: Estate Planning - January 8 – 11, 2025
- FP107: Capstone - January 22 – 24, 2025
These classes will be LIVE STREAMED via Zoom and recorded.
Class Days/Times:
- 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.
Instructors:
Brett Danko
John Choi
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® and has taught the Board pre-exam certification review courses for over 20 years.
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.
Questions:
Please contact Michele@brettdanko.com with questions about this program.
Register For the March 2025 Education Program
Important - please complete the pre-registration form before signing up for classes.