CFP® Exam Live Review

Course Structure for CFP® Certification Examination Review

Since this is a Live Review, it will be assumed that all participants will have studied at the very minimum the pre-study material that Brett Danko will provide or material from similar review course programs, and will have an in-depth understanding of the six course areas plus fundamentals before attending. Instruction will center more on application, analysis and case evaluation. Because of a very tight schedule, questions during class time will be limited to the material for the CFP® Certification Examination. Personal interest questions will not be allowed during class time.

All prestudy material has been updated for the current exam. The prestudy material has over 2,500 questions including quizzes, mock exams and cases. The prestudy material takes approximately 120-140 hours prior to attending the Live Review Class.

The Live Review uses a special classroom book designed by Brett Danko. The book is designed so that you will have to take only limited notes. The material in the book is condensed and focused. The book content is structured to coordinate with, but not duplicate, information that is either covered in the various CFP Board-Registered Programs or various self-study materials available nationally.

As you may or may not know, there are cases and mini-cases as part of the CFP® Certification Examination. The prestudy contains the building blocks to case study. It starts with the basic cases that continue to grow in length and intensity. There are numerous cases in the prestudy. In addition, there are several full cases and mini-cases in the Live Review book. Following the review and just prior to the actual CFP exam an additional 480 questions are available online as part of the exam prep process.


Important Dates for November 2019 Exam Prep

 

 


 

Upcoming Classes

Boston, MA

Live Review (10/2019, Boston)
10/13/2019 to 10/16/2019
Courtyard Boston/Norwood/Canton
300 River Ridge Drive
Norwood, MA 02062
(781) 762-4700

 

This class will be taught by Brett Danko

 

Philadelphia, PA

Live Review (10/2019, Philadelphia) 
10/20/2019 to 10/23/2019
Renaissance Philadelphia Airport
500 Stevens Drive
Philadelphia, PA 19113
(610) 521-5900

 

This class will be taught by Brett Danko

 

Newark, NJ

Live Review (10/2019, Newark)
10/24/2019 to 10/27/2019
Crowne Plaza
901 Spring Street
Elizabeth, NJ 07201
(908) 527-1600

 

This class will be taught by Brett Danko

All pre-study materials have been updated for the current exam. It includes a primer for the six course areas and CFP fundamentals, and contains the building blocks of analyzing case studies. The material takes approximately 120-140 hours of study prior to attending the Live Review Class.

35 classroom hours of instruction will center on application, analysis, and case evaluation. Brett Danko's special classroom book has been designed so that you will have to take only limited notes. The material in the book is condensed and focused.  The Pre-Study and Live Review Books contain over 3,000 sample questions, quizzes, mock exams, and case studies.

Brett provides a detailed Study Plan and Timeline so you can use your study time efficiently and effectively.  You will also be given additional practice exams and case studies, as well as access to Brett’s online educational resources.

NEW: Signature Live Review

Each year during the Live Reviews requests are made for additional time with Brett.  We now have that very option for those who feel they want and need that extra time and practice - Signature Live Review Package.  

In addition to the Comprehensive Live Review materials and classroom instruction, you will have an additional 16 hours of online, small-group sessions with Brett.  Each of the eight (8) 2-hour sessions focus on a different topic ranging from the major educational components, exam approach and test taking tips, to the understanding of the formulas and calculations needed for the exam.  Also included are six (6) additional practice exams, 10 additional case studies, participation in an interactive Q&A, and 1 free virtual class retake, if necessary.  Space is limited.

 

 

 

  Comprehensive Live Review Signature Live Review
 

Pre-Study:

Brett’s Pre-Study Materials

Over 3,000 Sample Questions
Quizzes
Mock Exams
Case Studies

Pre-Study:

  • Brett’s Pre-Study Materials
    • Over 3,000 Sample Questions
      • Quizzes
      • Mock Exams
      • Case Studies
 

Exam Live Review:

35 Classroo​m hours with Brett

Exam Live Review:

  • 35 Classroom hours with Brett
 

Brett’s Live Review Classroom Book
Additional Questions
Additional Case Studies

Lunch Provided 1st Three Days

  • Brett’s Live Review Classroom Book
    • Additional Questions
    • Additional Case Studies
  • Lunch Provided 1st Three Days
 

 

How to Study for the Exam:

   
 

How to Study for the Exam:

Videos of Live Review

  • Videos of Live Review
 

 

Detailed Study Plan/Timeline

 

  • Detailed Study Plan/Timeline
 

 

Access to Brett’s Online Resources

 

  • Access to Brett’s Online Resources
 

 

Signature Plan:

   
 

Signature Plan:

16 hours of online group sessions to review major topics, and discuss test taking tips and exam approach PLUS a calculator session (8 2-hour sessions that will be recorded)

  • 16 hours of online group sessions to review each topic, and discuss test taking tips and exam approach PLUS a calculator session (8 2-hour sessions that will be recorded)
 
 

 

6 Additional Practice Exams

 

  • 6 Additional Practice Exams
 
 

 

10 Additional Case Studies

 

  • 10 Additional Case Studies
 
 

 

Flashcards (Hard & eCopy)

 

  • Flashcards (Hard & eCopy)
 
 

 

Interactive Q&A with Brett

 

 
 

 

Playbacks Available

 

  • Playbacks Available
 
 

 

1 Virtual Class Retake

 

  • 1 Virtual Class Retake
 
 

 

Dates TBD

 

  • Dates TBD
   
 
 
 
  $995 $1795

 

Also Included:

Lunch is provided for the first three days of Live Review classes. Lunch usually consists of deli-type sandwiches and platters offered by the facility.  If you have special dietary needs, we suggest you pack your lunch since not every facility can accommodate special requests.

Requirements

Since this is a Live Review, it will be assumed that all participants will have studied, at the very minimum, the pre-study material that Brett Danko provides (or material from a similar review course program) and will have an in-depth understanding of the six course areas plus fundamentals before attending. Because of a very tight schedule, questions during class time will be limited to the material for the CFP® Certification Examination. Personal interest questions will not be allowed during class time.

 

 

Register for October 2019 Live Reviews Now: