CFP® Certification Professional Education Program: Mt. Holly, NJ 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. These classes will be available to attend in person or thru Cisco Webex.
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® for over 15 years and has conducted the Board pre-exam certification review courses for nearly 15 years.
Upon completion, participants are eligible to PASS the CFP® Board exam in March 2022. A pre-exam certification review course is offered in February 2022 (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.
- August 25-27, 2021 - General Principles
- September 15-17, 2021 - Insurance
- October 6-8, 2021 - Investments
- November 10-13, 2021 - Income Tax
- December 8-11, 2021 - Retirement
- January 5-8, 2022 - Estate
- January 19-22, 2022 - 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 PDF form in advance of each course.
You will find the information for your online reservation link below. If you have questions or need help with the link, please do not hesitate to ask. We appreciate your business and look forward to a successful event.
Brett Danko Educational Center
October 2021 to January 2022
Hotel(s) offering your special group rate:
Courtyard Philadelphia Montgomeryville for 123 USD per night
If you prefer to call the hotel and book with the front desk directly, you can contact the front desk team at 215.699.7247.
There is a specific group code for each block:
October 2021: DEC
November 2021: DNK
December 2021: DAN
January 2022: DKO
January 2022: DNO
- Brett Danko
- M. Thomas Pablo
For questions, contact: David@brettdanko.com