Day of CE: September 15, 2026, 11am-5pm ET

Date:

-

Location:

Zoom Webinar

Price:

$419.00

Please select your reporting option below. Choosing the correct option ensures your completion is reported accurately.

Note: Additional reporting requests made after class will incur a $20 late fee plus applicable reporting costs.

SIX hours of CFP® and IAR continuing education on September 15, 2026, 11:00 am – 5:00 pm ET, with class taught by Brett Danko.

The class fulfills six (6) CE hours toward the CFP Board’s CE requirement for maintaining your CFP® certification, and is also available for three (3) CE hours toward IAR (Products and Practices) and three (3) CE hours towards IAR (Ethics and Professional Responsibility). 

Topics:

  • Current Legislative and Economic Update
  • Roth IRAs and Roth Conversions
  • IPOs vs Private Equity/Venture Capital
  • Trump Accounts
  • Financial Elder Abuse
  • Insider Trading and Selling Away
  • Anti Money Laundering and KYC Rules

Course Price is $419 and even less for Video Insights subscribers; only $379. (Additional $20 per CFP® or IAR reporting).  

No coupon code needed for Video Insights subscribers - your discount is automatically applied.

To make it even easier, we take care of the paperwork for you by submitting credit hours directly to FINRA and/or the CFP Board for you. 

Please Note: CFP and IAR only. No State Insurance CE Credits.

THE "HOW TO CALL IN" INFORMATION WILL BE EMAILED THE DAY BEFORE THE CALL (September 14) AND AGAIN ON THE DAY OF THE CALL (September 15) AS A REMINDER.

*Registration for this CE Course will close at 9:00am Eastern Time on September 15. There is no Late Registration!

Since this is a live teleconference, you must participate at the specified date and time. This teleconference WILL NOT be recorded.

Join Zoom Meeting
https://us06web.zoom.us/j/87832629632?pwd=08bdjReqvw3P9awccKSuDCRbNpyF4m.1&from=addon

Meeting ID: 878 3262 9632
Passcode: 466976

Please contact Dawn Shannon (dawns@brettdanko.com) with any questions. 

PARTNERS

Before you register, see if your firm qualifies for special partner pricing on CFP® Education and Exam Prep classes.

This does not include continuing education classes or the Video Insights program.

Danko Education Partner - Ameriprise
Danko Education - Brand AMG
Danko Education - Core Planning
Danko Education - Edward Jones
Danko Education - Equitable Advisors
Danko Education - Focus Financial Partners
Danko Education - Garrett Planning Network
Danko Education - LPL
Danko Education Partner - Modern Woodmen
Danko Education - One Digital
Danko Education - Osaic
Danko Education - Pathstone
Danko Education - Prudential
Danko Education Partner - Raymond James
Danko Education - Savant Wealth Management
Danko Education - SHP Financial
Danko Education - Wealth Enhancement Group

What Our Students Say:

"Thank you so much to the whole team! I passed yesterday and like others could barely hold back tears of joy! Brett's material was spot on! I was so comfortable and calm taking the exam!"

K.C.

Passed today! Thank you to Brett, Amy, John, and all the Danko team. I’m still shaking!"

G.R.

"I PASSED today!!! Huge case study right out of the gate, kept it together and followed the Danko method to a T. I AM SO THANKFUL FOR THE ENTIRE DANKO TEAM!! Brett and John, your insight was invaluable!!"

L.M.

Ready to become a CFP® Pro?

Insightful. Dynamic. Effective. 

Our classes are impactful, engaging, and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

REGISTER FOR EDUCATION CLASSES
REGISTER FOR EXAM PREP

Already a CFP® Pro?

Check out our Continuing Education programs.

About Us

The Danko Education team is deeply committed to you and to doing all that's necessary to become a CFP® pro. We walk you through everything needed for the exam, step-by-step, combining all the best of materials, mentoring, and performance feedback, all provided with compassion, competency, and decades of experience.

Learn More About Danko Education

Contact Us

Call Us:
609-303-3736 

Email Us: 
david@brettdanko.com

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