This program is for students who are ready to start their CFP® Certification Professional Education Program in November 2025.
Upon completion, participants are eligible to PASS the CFP Board exam in July 2026. A pre-exam certification review course will be offered in June 2026 (location/dates TBA) at an additional cost.
Class Schedule:
- Welcome Call - November 4, 2025 (11:00am - 12:00pm ET)
- Calculator Session - November 12, 2025 (7:00 - 9:00pm ET)
- FP101: General Principles - November 19-22, 2025
- FP102: Insurance Planning - December 17-20, 2025
- FP103: Investment Planning - January 14-17, 2026
- FP104: Income Tax - February 18-21, 2026
- FP105: Retirement Planning - March 18-21, 2026
- FP106: Estate Planning - April 15-18, 2026
- FP107: Capstone - April 29- May 1, 2026
These classes will be LIVE STREAMED via Zoom and recorded.
Class Days/Times:
- Wednesday, Thursday, and Friday: 9:00AM – 6:00PM (Eastern)
- Saturday 9:00AM -12:00PM (Eastern)
Instructors:
Brett Danko
John Choi
Matt Goren
Cost:
$950/class (Total for 7 classes - $6,650).
We prefer purchase of one class at a time. Credit cards are accepted. It works best, to purchase one class, complete the final and then purchase the next class.
Fee includes shipping of materials, practice cases, final exam for each module, and access to our online materials. Students will receive the course material when payment is received for the course.
DO NOT PURCHASE FLASH CARDS AT THIS TIME - THEY ARE AVAILABLE AT THE TIME YOU PURCHASE YOUR LIVE REVIEW.
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 updated and maintained by Brett Danko, CFP®. Brett has been a CFP® and has taught the Board pre-exam certification review courses for over 20 years.
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 or AUDIT the classes if a refresher is needed.
Questions:
Please contact Michele@brettdanko.com with questions about this program.
Register for the July 2026 Education Program
Important - program registration form must be completed before you can sign up for classes.
After completing your registration form, you will have access to the links to sign up for the class(es) you will take to prepare for the exam.
Please login or create an account to access the pre-registration form.
