CFP® Certification Professional Education Program: Grand Rapids, MI Area
The CFP® Certification Professional Education Program is a live class that consists of seven (7) educational classes – General Principles of Financial Planning, Insurance, Investments, Income Tax, Retirement Planning, Estate Planning and Capstone.
This CFP® Certification Professional Education Program is administered through Stockton University Professional Financial Planning Program and is registered with the Certified Financial Planner Board of StandardsTM (CFP Board). The materials are developed by Ken Zahn, CFP® and maintained by Brett Danko, CFP®. Brett has been a CFP® for over 15 years and has conducted the Board pre-exam certification review courses for nearly 15 years.
Upon completion, participants are eligible to take the two-day, 10-hour CFP® Board exam in July 2019. A pre-exam certification review course is offered in June 2019 (location/dates TBA) at an additional cost.
Individuals are welcome to mix and match courses from other programs. For example, if someone has completed courses with another curriculum (like the American College or College of Financial Planning), they can simply take the courses they need from the program we are offering.
- November 7-9, 2018 - General Principles
- December 5-7, 2018 - Insurance
- January 16-18, 2019 - Investments
- Feb 27-Mar 2, 2019 - Income Tax
- March 20-23, 2019 - Retirement
- April 10-13, 2019 - Estate
- May 15-18, 2019 - Capstone
$900/class (Total for 7 classes - $6,300). Payment for each individual class is made on the start date of that class (You are not required to pay $6,300 upfront, just $900 at a time). Credit cards are accepted.
Fee includes all course reference materials, significant handouts, practice cases, and educational course test. Students will receive the course material in advance of each course.
Courtyard Grand Rapids Airport
4741 28th Street SE
Grand Rapids, MI 49512
Phone: (616) 954-0500
- Brett Danko
- Charles Weeks
- M. Thomas Pablo
For questions, contact: David@brettdanko.com