CFP® Certification Professional Education Program: Peoria, IL Area
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 the Capstone course.
This program is administered through Stockton University CFP® Certification Professional Education Program and is registered with the Certified Financial Planner Board of Standards (CFP Board). The materials utilized in this program are updated and maintained by Brett Danko, CFP® . Brett has been a CFP® for more than 17 years and has conducted the Board pre-exam certification review courses for nearly fifteen years.
Upon completion, participants are eligible to PASS the CFP® Board exam in July 2020. A pre-exam certification review course is offered June 10-13, 2020 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.
- November 20-22, 2019 - General Principles
- December 11-13, 2019 - Insurance
- January 29-31, 2020 - Investments
- March 4-7, 2020 - Income Tax
- March 25-28, 2020 - Retirement
- April 29 - May 2, 2020 - Estate
- May 20-23, 2020 - Capstone
$900/class (Total for 7 classes - $6,300). Payment for each individual class is made on the start date of that class (You are not required to pay $6,300 upfront, just $900 at a time). Credit cards are accepted.
Fee includes all course reference materials, significant handouts, practice cases, and module test. Students will receive the course material in advance of each course.
Courtyard Marriott Peoria
1928 W. War Memorial Drive
Peoria, IL 61614
A room rate of $109.00 per night is available at the Peoria Courtyard by Marriott. Rate includes a breakfast coupon for each morning.
Contact Matthew Chittick directly at 309-681-9000 or firstname.lastname@example.org to book your room.
- Brett Danko
- M. Thomas Pablo
For questions, contact: David@brettdanko.com