Become a CFP® Pro - Start Your Education Program with Brett Danko
Our program has been updated to reflect the new CFP Board Ethics Standards.
A CFP® professional must hold a bachelor's degree or higher in any discipline from an accredited college or university and must complete financial planning coursework through a CFP Board registered program, like ours, which is provided through Stockton University.
The Brett Danko Fast Track CFP® Certification Program consists of seven courses:
- FP101: General Principles
- FP102: Insurance
- FP103: Investments
- FP104: Income Tax
- FP105: Retirement
- FP106: Estate
- FP107: Capstone - Case Study
Classes normally meet for one, four-day period per month for seven months. Upon completion, students are eligible to take the CFP Board Examination given each year in March, July, and November.
You are welcome to mix and match courses from other programs. For example, if you have completed courses with another curriculum (like The American College of Financial Services), you can simply take the courses you need from the Stockton University program.
How to Become a CFP® Pro
The CFP® designation is the standard of excellence for financial planners. The CFP Board has specific requirements for becoming a CERTIFIED FINANCIAL PLANNER®. If you are interested in becoming a CFP® professional, click here for an overview of what you need to do.
When Do You Want To PASS the CFP® Exam?
Click a button below to access the Pre-Registration form for each program.
This pre-registration is complimentary and must be completed before you will be able to pay for classes.
Classes start in March 2025.
If you have already registered for this program, please click here to pay for your class.
Classes start in August 2025.
If you have already registered for this program, please click here to pay for your class.
Looking for classes to prepare for the exam in July 2026? Click here to be notified 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.
OUR APPROACH
Education classes are held once per month to give you time to study.
BONUS MATERIAL
Our programs include key learning tips from Amy Leis, PhD, CFP®, an educational psychologist.
OUR EXPERIENCE
Our instructors have decades of real-world experience.
WHAT TO EXPECT IN OUR CFP® EDUCATION PROGRAM
101 General Principles
General topics in this class include:
- Financial planning process
- Ethics and standards of conduct
- Financial statements
- Cash flow management
- Time value of money concepts and calculations
- Function, purpose, and regulation of financial institutions
- Education planning
- Financing strategies
- Financial services regulations and requirements
- Business law
- Consumer protection laws
What to Expect in 101 General Principles:
102 Insurance
General topics in this class include:
- Principles of risk and insurance
- Insurance policy and company selection
- Property, casualty, liability, health, disability, long-term care, life, and group insurance
- Employee benefits insurance
103 Investments
General topics in this class include:
- Investment theory, vehicles, risks, strategies and returns
- Bond and stock valuation concepts
- Portfolio development
- Asset allocation
104 Income Tax
General topics in this class include:
- Income tax law fundamentals
- Tax accounting
- Income taxation of business entities, trusts and estates
- Basis, depreciation and cost recovery
- Charitable contributions and deductions
105 Retirement
General topics in this class include:
- Retirement planning
- Social security
- Retirement plans
- Distribution rules, alternatives, and taxation
106 Estate
General topics in this class include:
- Methods of property transfer and property titling
- Estate planning documents
- Estate tax
- Gifting strategies
107 Capstone
The purpose of this course is to improve and expand skills needed for financial planners when working with clients in meeting their financial needs and objectives. Students are expected to write a complete comprehensive original financial plan along with oral presentation of the client recommendations. This course reviews professional issues with focus on ethical considerations, regulation and certification requirements, written communication skills, interpersonal communication and professional responsibility. Students are expected to utilize skills obtained in previous courses and work experiences to satisfy required work.
When Do You Want To PASS the CFP® Exam?
Click a button below to access the Pre-Registration form for each program.
This pre-registration is complimentary and must be completed before you will be able to pay for classes.
Classes start in March 2025.
If you have already registered for this program, please click here to pay for your class.
Classes start in August 2025.
If you have already registered for this program, please click here to pay for your class.
Looking for classes to prepare for the exam in July 2026? Click here to be notified when registration opens.