CFP® Exam Live Review

Course Structure for CFP® Certification Examination Review

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

The Live Review uses a special classroom book designed by Brett Danko. The book is designed so that you will have to take only limited notes. The material in the book is condensed and focused. The book 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.

As you may or may not know, there are cases and mini cases as part of the CFP® Certification Examination. The pre-study contains the building blocks to case study. It starts with the basic cases that continue to grow in length and intensity. There are numerous cases in the pre-study. In addition, there are several full cases 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.

For questions contact David@brettdanko.com or Call 609-303-3736


When Do You Want To PASS the CFP® Exam?


All pre-study materials have been updated for the current exam. It includes a primer for the six course areas and CFP fundamentals, and contains the building blocks of analyzing case studies. The material takes approximately 120-140 hours of study prior to attending the Live Review Class.

35 classroom hours of instruction will center on application, analysis, and case evaluation. Brett Danko's Live Review classroom book has been designed so that you will have to take limited notes. The material in the book is condensed and focused.  The Pre-Study and Live Review Book contain over 3,500 sample questions, quizzes, mock exams, and case studies.

At the Live Review

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.  Close to your exam date, additional practice quizzes and case studies will be released on Brett's website.

Signature Live Review

Each year during the Live Reviews requests are made for additional time with Brett.  The option for those who need that extra time and practice is our Signature Live Review Package.  

In addition to the Comprehensive Live Review materials and classroom instruction, you will have an 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 concludes with test tips for exam.  The Signature Package also includes six (6) additional practice exams, 6 additional case studies,  and if necessary, 1 FREE Virtual Live Review retake.  We want to provide all the tools for you to PASS the exam. 

If you are currently in the comprehensive program, you can upgrade to this Signature or Plus Package by contacting David@brettdanko.com.  Space is limited.

 

  Comprehensive Live Review Signature Live Review Plus Live Review
 

Brett’s Pre-Study Materials

Over 3,500 Sample Questions (workbook)
Quizzes
Mock Exams
Case Studies

Brett’s Pre-Study Materials

  • Over 3,500 Sample Questions (workbook)
    • Quizzes
    • Mock Exams
    • Case Studies

+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:

35 Classroo​m hours, including a calculator session and investment formula session.

Exam Live Review:

  • 35 Classroom hours, including a calculator session and investment formula session
 

Brett’s Live Review Classroom Book
Additional Questions
Additional Case Studies

 

  • Brett’s Live Review Classroom Book
    • Additional Questions
    • Additional Case Studies
 

 

How to Study for the Exam:

     
 

How to Study for the Exam:

Video Access to Virtual Live Review

  • Video Access to Virtual Live Review
 

 

Detailed Study Plan/Timeline

 

  • Detailed Study Plan/Timeline
 

 

Access to Brett’s Online Resources

 

  • Access to Brett’s Online Resources
 

 

Signature Plan:

     
 

Signature Plan:

Signature Calls

16 hours of online group sessions to review major topics, and discuss test taking tips and exam approach (8 2-hour sessions that will be recorded)

  • Signature Calls 
  • 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)

 

  • Flashcards (Physical, online, and audio)
Can be purchased separately

Included

Included

 

 

Access to Additional Recordings

 

  • 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 Class Retake

 

  • 1 Virtual Class Retake
 
 
 
   
  $1,395 $2,195 $2,895

 

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.

When Do You Want To PASS the CFP® Exam?