CFP® Certification Professional Education Program: Portland, OR / Seattle, WA
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 over 15 years and has conducted the Board pre-exam certification review courses for nearly 15 years.
Upon completion, participants are eligible to PASS the CFP® Board exam in November 2021. A pre-exam certification review course is offered in October 2021 (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.
Due to the current COVID-19 pandemic, Classes will be Live Virtual Webinars using Cisco WebEx at least through May 2021, to be reevaluated as pandemic conditions change. Attendance will be taken daily.
- March 26 - 28, 2021 - General Principles
- April 23 - 25, 2021 - Insurance
- May 7 - 9, 2021 - Investments
- June 4 - 6, 2021 - Income Tax
- July 30 - August 1, 2021 - Retirement
- August 20 - 22, 2021 - Estate
- September 10 - 12, 2021 - 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 educational course test. Students will receive the course material in advance of each course.
This class may be a webinar, or may be held in-person in the Portland, OR / Seattle, WA area.
- Brett Danko
- M. Thomas Pablo
For questions, contact: David@brettdanko.com