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.

Schedule:

 

Cost:

$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. 

 

In-Person Location:

 

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.

Event Summary:

Brett Danko Educational Center

October 2021 to January 2022

Hotel(s) offering your special group rate:

Courtyard Philadelphia Montgomeryville for 123 USD per night

Book your group rate for Brett Danko Educational Center

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

 

Course Instructors:

 

For questions, contact: David@brettdanko.com