Brett Danko - Resources for Certified Financial Plannes


 

Fast Track CFP® Certification Program Beginning in August

I have partnered with Stockton University to offer a Fast Track CFP® Certification Professional Education Program. Classes begin in August in Mt. Holly, NJ and will complete in time for the March 2018 CFP® Exam.  The program consists of seven courses and classes normally meet for one four-day period per month for seven months. Upon completion of the educational courses, students are eligible to take the CFP Board Examination in March 2018.

CFP Certification Program Schedule

I wanted to share the schedule for the CFP Certification Prossional Education Program that I'm teaching for Stockton University in Mt. Holly, NJ.  Of course, individuals looking to earn their CFP® certification must successfully complete a CFP Board-approved educational program like the one given by Stockton University.

Retirement Bootcamps in Philly & Boston Areas

Earlier this week we officially announced my "Retirement Bootcamps" coming up in Philadelphia (May 2} and in the Boston area (May 9).  I've held similar events - or as I like to call them, "Extravaganzas!" - in the Philly area, but this is the first time that I'll be doing it in the Boston area, so I am really excited about that.

Professional Development: The Death of a Client

I wanted to discuss a question I received from an Audio Insights subscriber who asked, "What should I tell a client’s family after the death of a client or client’s spouse?"

Paying for a College Education

It’s July and Fall college semesters start in a month or so.  And while parents are shopping for dorm necessities, they are also fretting about how they are going to pay tuition for the next four (or more) years.  One of my favorite quotes from a parent of a college student is that “paying tuition is like buying a luxury car every year and then immediately driving it off a cliff.”  That is how most parents feel.  The expense is daunting and there is no immediate ROI.

John Oliver on Financial Planners

In case you missed it, below is a comedy sketch from John Oliver from HBO’s “Last Week Tonight”. Your clients/prospects may ask you about it so I want all to have seen it. It is about 20 minutes long but worth viewing. Yes, it is funny and irreverent but it does paint our entire industry (even those like you that are doing it right) with a broad, negative brush. It is a window into the perception that many people have of us.

https://youtu.be/gvZSpET11ZY

85% of Americans are Financially Anxious

The following article appears on PlanSponsor.com.  Americans are concerned not only with retirement, but also with unexpected heath care costs, unemployment, student loan debt, and other day-to-day expenses.  What are you doing to ease your clients' financial anxiety?  Are you talking with your clients about their short-term and long-term goals and the sources of their financial anxieties?

File & Suspend vs Restricted App: A Clarification

Last year Congress passed changes to Social Security law that affects commonly practiced retirement strategies.   Recently, a number of people have contacted me and asked me to clarify for them some of these changes, specifically the difference between “File and Suspend” and “Restricted Application.” 

Student Loan Payback Playbook

I've been meaning to share this New York Times article about Federal Student Loan Repayment Plans that should (emphasis on "should") make understanding repayment options easier for most borrowers.  Of course, as it is mentioned in the article, it would be better if the whole process were easier, but let's take what we can get for the moment.  There are some resources listed at the end of the article worth sharing with clients that may help better explain the repayment options available to them. 

Consumer Driven Fees

I wanted to share this feature I recently found in Business Insider.  So much has been written about fees, both hidden and disclosed, that I found this article particularly interesting.  It’s about a socially conscious investing firm that allows the investor to determine his fees.  You would think that investors would elect to pay no fees whatsoever, but that is not the case.  A link to the original article as well as the entire article is below:

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