CFP® Certification Professional Education Program (for November 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 November 2023. A pre-exam certification review course is offered in October 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.
VIRTUAL. This class will be LIVE STREAMED thru Cisco WebEx and recorded.
$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, just $950 at a time). 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.
|Link to Register||Class Date|
|FP101: General Principles (for November 2023 Exam)||March 22, 2023 to March 25, 2023|
|FP102: Insurance Planning (for November 2023 Exam)||April 26, 2023 to April 29, 2023|
|FP103: Investment Planning (for November 2023 Exam)||May 17, 2023 to May 20, 2023|
|FP104: Income Tax (for November 2023 Exam)||June 21, 2023 to June 24, 2023|
|FP105: Retirement Planning (for November 2023 Exam)||July 19, 2023 to July 22, 2023|
|FP106: Estate Planning (for November 2023 Exam)||August 16, 2023 to August 19, 2023|
|FP107: Capstone (for November 2023 Exam)||September 6, 2023 to September 8, 2023|