CFP® Exam Live Review - March 2026

Registration is Open

Since this is a Live Review, it will be assumed that all participants will have studied at the very minimum the pre-study material that Brett Danko will provide or material from similar review course programs, and will have an in-depth understanding of the six course areas plus fundamentals before attending. Instruction will center more on application, analysis and case evaluation. Because of a very tight schedule, questions during class time will be limited to the material for the CFP® Certification Examination. Personal interest questions will not be allowed during class time. 

All pre-study material has been updated for the current exam. The pre-study material has over 3,500 questions including quizzes, mock exams, and cases. The pre-study material takes approximately 120-140 hours prior to attending the Live Review Class. 

Exam Deadlines: 

  • CFP® Certification Exam Window: March 17-24, 2026
  • Registration opens: October 21, 2025
  • Education Verification Deadline: February 24, 2026
  • Registration Deadline: TBD

Danko Education has partnered with many leading financial firms to offer discounted pricing on CFP® Education and Exam Prep classes. 

Before registering, please click here to see if your firm is a partner.

Upcoming Reviews for March 2026 Exam

Click the link below for the Review you would like to attend.

Registration is closed for all live reviews to prepare for the March 2026 exam.

Questions?

Please contact David@brettdanko.com or call 609-303-3736.

  • Registration Fee (in-person Live Review): $1,470 (Comprehensive), $2,270 (Signature), $2,970 (PLUS)
  • Registration Fee (virtual Live Review): $1,270 (Comprehensive), $2,070 (Signature), $2,770 (PLUS)
Class Dates Instructor Class Location
CFP Exam Live Review (3/2026, Boston, MA) - CLASS IS FULL - John Choi Sheraton Boston Needham Hotel
100 Cabot Street
Needham, MA, 02494
(781) 444 1110
CFP Exam Live Review (3/2026, Virtual) - REGISTRATION IS CLOSED - Brett Danko, Matt Goren Virtual
CFP Exam Live Review (3/2026, Philadelphia, PA) - CLASS IS FULL - Brett Danko Delta Hotel Philadelphia Airport
500 Stevens Drive
Philadelphia, PA 19113
(484) 498 3007
 

Ready to Register for a Live Review?

Please login or create your brettdanko.com login to sign up for a Live Review.

CLICK HERE

Pick the Experience That's Right For You

Each year during the Live Reviews, requests are made for additional time with our instructors. There are 2 options for those who need that extra time and practice: our Signature and Plus Live Review Packages.

In addition to the Comprehensive Live Review materials and classroom instruction, the Signature and Plus programs offer a minimum of additional 16 hours of online, small-group sessions with our team of instructors. Each of the eight (8) 2-hour sessions focus on a different topic and provide an opportunity to ask questions on the topic being discussed. There is a calculator training session, a session on each of the 6 chapters, and a concluding session with test tips for the exam.

If you are currently in the Comprehensive program, you can upgrade to this Signature or Plus Program by contacting David@brettdanko.com.

Space is limited!

The Signature Package also includes:

  • 6 additional practice exams
  • 6 additional case studies
  • 1 FREE Virtual Live Review retake (if needed)

 We want to provide all the tools for you to PASS the exam.

Comprehensive

SIGNATURE

PLUS

Brett’s Pre-Study Materials

Over 3,500 Sample Questions (workbook)

  • Quizzes
  • Mock Exams
  • Case Studies

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+6 Additional Quizzes AND 6 Additional Case Studies.

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+12 Additional Quizzes (6 from Signature + 6 more for Plus) 

AND 

9 Additional Case Studies (6 from Signature + 3 more for Plus).

Exam Live Review

  • 35 Classroom hours, including a calculator session and investment formula session
  • Brett’s Live Review Classroom Book (with additional questions and case studies)

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How to Study for the Exam

  • Video Access to Virtual Live Review
  • Detailed Study Plan/Timeline
  • Access to Brett’s Online Resources

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Program Enhancements

Signature Calls and 16 hours* of online group sessions to review each topic, and discuss test taking tips and exam approach 

(8 2-hour sessions that will be recorded)

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Flashcards (Physical, online, and audio)

Can be purchased separately (click here).

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Access to Additional Recordings

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Access to all Signature Call recordings

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Access to all Signature Call recordings PLUS recordings of the pre-study class material taught by Danko Education instructors (average 20 – 25 hours of instruction for EACH of the 6 modules: General Principles, Insurance, Investments, Income Tax, Retirement, and Estate).

1 Virtual Retake

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$1,470
(In-Person Review)

$1,270
(Virtual Review)

$2,270
(In-Person Review)

$2,070
(Virtual Review)

$2,970
(In-Person Review)

$2,770
(Virtual Review)

Also Included:

Lunch is provided for the first three days of Live Review classes (in-person classes). Lunch usually consists of deli-type sandwiches and platters offered by the facility. If you have special dietary needs, we suggest you pack your lunch since not every facility can accommodate special requests.

Requirements:

Since this is a Live Review, it will be assumed that all participants will have studied, at the very minimum, the pre-study material that Brett Danko provides (or material from a similar review course program) and will have an in-depth understanding of the six course areas plus fundamentals before attending.

Because of a very tight schedule, questions during class time will be limited to the material for the CFP® Certification Examination. Personal interest questions will not be allowed during class time. You may enroll in a Live Review and then switch to a Virtual Review, but because space is limited, there will be no refund of any price difference.

PARTNERS

Before you register, see if your firm qualifies for special partner pricing on CFP® Education and Exam Prep classes.

This does not include continuing education classes or the Video Insights program.

What Our Students Say:

"Passed! I am so happy with my decision to sign up with Brett Danko! I have never been more prepared for an exam then I was Friday. I felt really good the whole time and knew halfway through that I passed. I did everything Brett told us to do. I was told many times to trust the process and that is what I did."

G.C.

"I PASSED today!!! Huge case study right out of the gate, kept it together and followed the Danko method to a T. I AM SO THANKFUL FOR THE ENTIRE DANKO TEAM!! Brett and John, your insight was invaluable!!"

L.M.

"I transferred late in the game from another educator who went way deep in the weeds and the entire Danko team has been incredible and got me across the finish line for my 5th AND FINAL TIME!!! I will be forever grateful to this entire team! What an incredible journey!"

L.H.

Ready to PASS the CFP® Exam?

Insightful. Dynamic. Effective. 

Our classes are impactful, engaging, and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

REGISTER FOR EDUCATION CLASSES
REGISTER FOR EXAM PREP

Already a CFP® Pro?

Check out our Continuing Education programs.

About Us

Brett Danko is not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

Learn More

Contact Us

Call Us:
609-303-3736 

Email Us: 
david@brettdanko.com

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