CFP® Certification Professional Education Program: Virtual (For July 2022 Exam)

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 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 July 2022.  A pre-exam certification review course is offered in June 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. 


Class Schedule:

FP103: Investment Planning (for July 2022 Exam) January 12, 2022 to January 14, 2022
FP104: Income Tax (for July 2022 Exam) February 23, 2022 to February 26, 2022
FP105: Retirement Planning (for July 2022 Exam) March 16, 2022 to March 19, 2022
FP106: Estate Planning (for July 2022 Exam) April 20, 2022 to April 23, 2022
FP107: Capstone (for July 2022 Exam) May 11, 2022 to May 13, 2022