CFP® Certification Professional Education Program: Rochester, NY
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® 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 2021. A pre-exam certification review course is offered in February 2021 (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.
Due to the current COVID-19 pandemic, these classes will be LIVE ONLINE classes thru Jan 2021 and will be re-evaluated as pandemic conditions change.
- September 9-11, 2020 - General Principles
- September 30 - October 2, 2020 - Insurance
- October 14 - 16, 2020 - Investments
- November 18 - 21, 2020 - Income Tax
- December 9-12, 2020 - Retirement
- January 6 - 9, 2021 - Estate
- January 20-23, 2021 - 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 advance of each course.
This class may be a webinar, or may be held in-person in Rochester, NY.
- Brett Danko
- M. Thomas Pablo
For questions, contact: David@brettdanko.com