COURSE STRUCTURE FOR CFP® CERTIFICATION EXAMINATION REVIEW
Be Prepared
Since this is a Live Review to prepare you to PASS the CFP® exam, it is assumed that you have studied (at the very minimum) the pre-study material provided by us or material from a similar review course program. It is also assumed that you have an in-depth understanding of the six course areas and the fundamentals of financial planning before attending the review.
The Live Review centers on application, analysis, and case evaluation. We move quickly and, because of our tight schedule, questions during class time will be limited to the material for the CFP® exam. Personal interest questions will not be permitted during class time.
When Do You Want To PASS the CFP® Exam?
Click a button below to access the Live Review Program.
Daily Schedule:
8:00 AM - 8:15 AM
Class Orientation
8:15 AM - 10:30 AM
General Principles
10:30 AM - 4:30 PM
Estate
4:30 PM - 7:00 PM
Investments
8:00 AM - 1:00 PM
Investments
1:00 PM - 7:00 PM
Income Tax
8:00 AM - 4:00 PM
Retirement
4:00 PM - 7:00 PM
Insurance
8:00 AM - 10:30 AM
Insurance
10:30 AM - 12:00 PM
Case Study & Test Tips
THE BRETT DANKO COMPREHENSIVE LIVE REVIEW INCLUDES:
Pre-Study Materials
All pre-study material is updated for the next scheduled exam and has over 3,500 questions consisting of quizzes, mock exams, and case studies. The pre-study material takes approximately 120-140 hours of study prior to attending the Live Review.
Class Material
The Live Review uses a special classroom book designed by Brett Danko so that you only have to take limited notes. The material in the book is focused and the content is structured to coordinate with, but not duplicate, information that is either covered in the various CFP Board-Registered Programs or various self-study materials available nationally.
Case Studies
As you may (or may not) know, case studies and mini cases are part of the CFP® exam. The pre-study cases contain the building blocks of case studies – the material begins with basic case studies, and then they expand in length, complexity, and intensity, building upon the lessons learned in the previous cases.
In addition, there are several full case studies and mini cases in the Live Review book. Following the review and just prior to the actual CFP® exam, an additional 480 questions are available online as part of the exam prep process.
Study Plan
Brett provides a detailed Study Plan that takes you from the last day of the Live Review to your specific exam date. This will help you solidify concepts and efficiently use your remaining study time before your test date.
When Do You Want To PASS the CFP® Exam?
Click a button below to access the Live Review Program.
Registration is open!
Sign up to receive an email when registration opens.
Sign up to receive an email when registration opens.
WHY CHOOSE BRETT DANKO?
We will help you PASS the exam!sm
OUR PEOPLE
All of our classes are taught by a practicing CFP® professional.
CUSTOMIZABLE OPTIONS
We offer 3 levels of Live Review to customize your learning experience, plus options for physical, audio, and/or online flashcards.
RECORDING ACCESS
All live review students will have access to the recording of the virtual class.
OUR RESULTS
Our holistic approach to teaching and access to a full support system of professionals has helped tens of thousands of students PASS the exam.
Pick the Experience That's Right For You
Each year during the Live Reviews, requests are made for additional time with Brett. 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 Brett. 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 MaterialsOver 3,500 Sample Questions (workbook)
|
✔ |
✔ +6 Additional Quizzes AND 6 Additional Case Studies. |
✔ +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
|
✔ |
✔ |
✔ |
How to Study for the Exam
|
✔ |
✔ |
✔ |
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) |
✔ |
✔ |
|
|
Flashcards (Physical, online, and audio) |
Can be purchased separately (click here). |
✔ |
✔ |
|
Access to Additional Recordings |
✔ Access to all Signature Call recordings |
✔ Access to all Signature Call recordings PLUS recordings of the pre-study class material taught by Brett Danko and John Choi (average 20 – 25 hours of instruction for EACH of the 6 modules: General Principles, Insurance, Investments, Income Tax, Retirement, and Estate). |
|
|
1 Virtual Retake |
✔ |
✔ |
|
|
$1,470 $1,270 |
$2,270 $2,070 |
$2,970 $2,770 |
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.