Adam P. Scherer, MS, CFP®, EA, is the Chief Learning Officer at Danko Education, where he designs and delivers learning experiences for the thousands of students working toward their CFP® certification. A lifelong financial nerd with a master’s degree in personal planning—and the CFP® marks and Enrolled Agent designation to match—Adam brings both depth and practicality to the classroom. His style is anything but stuffy: engaging, witty, and occasionally irreverent, he has a knack for turning complex concepts into clear, memorable insights (often with a story you’ll still be laughing about after class). In addition to his work in education, Adam runs Greenbeat Financial, a firm dedicated to serving individuals and families throughout their earning years and into retirement with customized financial planning and tax solutions.

Across his years in the CFP® education and exam-prep world, Adam has guided countless candidates through every stage of the learning curve—from “Where do I even start?” to “I can actually DO this.” He blends real-world planning experience with intentional instructional delivery, helping students think like planners rather than just memorize rules. More than anything, Adam is known for making the journey towards CFP® certification feel human, doable, and FUN—empowering future professionals to master the concepts, build confidence, and better support their clients + grow their practices in the years that follow.