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Getting Started as a Financial Advisor

Thinking about becoming an advisor? Get the real-world insight you won’t find in textbooks. Learn how advisors get paid, attract clients, do financial planning, and build trust from day one.

This program was already delivered. An on-demand recording is available for purchase - contact study@amiablelife.com for details.

Price:

$150.00

Date/Time: 

  • January 6, 2026 | 4:00 - 5:30pm ET

Program Cost:

  • $150 per person

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"1st time test taker and passed today. Brett is spot on with what you need to know for the exam. You can tell their program puts time in to filter through what the CFP board wants you to know. During the break, I spoke someone who used (another provider) for his review, and he was completely lost. He was looking over notes and panicking. Glad I chose Danko!"

C.M.

"Passed today! Just wanted to say thank you to Brett, John Choi, and the whole Danko team. You have no idea how much I really needed all the positive vibes you guys brought on every call."

J.L.

"PASSED!!! So grateful for the Danko team — I honestly feel like every part of this process got to me to the much anticipated PASS screen today."

A.T.

Ready to PASS the CFP® Exam?