CFP® Certification Professional Education Program: Virtual (for November 2022 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. These classes will be available to attend thru Cisco Webex.

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 2022.  A pre-exam certification review course is offered in October 2022 (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.

 

 

Cost:

$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 PDF form in advance of each course.

 

Class Schedule:

Virtual
Link to Register Class Date
FP101: General Principles (for November 2022 Exam) March 23, 2022 to March 25, 2022
FP102: Insurance Planning (for November 2022 Exam) April 20, 2022 to April 22, 2022
FP103: Investment Planning (for November 2022 Exam) June 1, 2022 to June 3, 2022
FP104: Income Tax (for November 2022 Exam) June 29, 2022 to July 2, 2022
FP105: Retirement Planning (for November 2022 Exam) July 20, 2022 to July 23, 2022
FP106: Estate Planning (for November 2022 Exam) August 17, 2022 to August 20, 2022
FP107: Capstone (for November 2022 Exam) September 14, 2022 to September 16, 2022