This program is for students who are ready to start their CFP® Certification Professional Education Program in August 2025.
Upon completion, participants are eligible to PASS the CFP Board exam in March 2026. A pre-exam certification review course will be offered in February 2026 (location/dates TBA) at an additional cost.
Class Schedule:
- Welcome Call - August 6, 11am-12pm ET
- Calculator Session - August 13, 7-9pm ET
- FP101: General Principles - August 20-23, 2025
- FP102: Insurance Planning - September 17-20, 2025
- FP103: Investment Planning - October 22-25, 2025
- FP104: Income Tax - November 12-15, 2025
- FP105: Retirement Planning - December 10-13, 2025
- FP106: Estate Planning - January 7-10, 2026
- FP107: Capstone - January 21-23, 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).
Payment is due 30 days in advance of the start date of class (you are not required to pay $6,650 upfront). Credit cards are accepted.
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 March 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.