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.




$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:

In-Person classes will be held October 2021 to January 2022 at:

Courtyard by Marriott in Philadelphia/Montgomeryville

544 Dekalb Pike

North Wales, PA 19454

(215) 699-7247

If you need hotel accomodations, a special group rate of $123 per night is available but you must use a different block code for each month to receive the discount:

January 5th-8th, 2022: DKO

January 19th-21st, 2022: DNO


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.


Course Instructors:


For questions, contact: