A Proven Method for Success on Exam Day.

Brett has helped thousands of students successfully pass the CFP® Exam. The 3-step path they followed is outlined below.

Step One: The “Pre Study”. Lay your foundation.

The 3 Pre Study material books represent a very condensed CFP® curriculum that was specifically created to help students prepare for the CFP® Exam. We recommend that you allocate approximately 100 total study hours to this part of the process in the month(s) preceding the 4-day course.

Step Two: The 4-Day Course. Solidify your foundation.

Gaining knowledge is half the battle. The other half is learning to properly apply that knowledge while answering CFP® Exam questions under pressure. This is Brett’s primary focus during class. You will learn how to analyze and break down questions and case studies efficiently. Many other tips and tricks specific to the CFP® Exam will be absorbed.

Step Three: The “Post Study”. Practice makes perfect.

Now that you’ve learned how to analyze and break down questions and cases we send you many, many more of both to practice with. We also send you a road map which breaks down what you should be studying each week leading up to your Exam day. The end is near… keep putting in hard work and PASS!

Basic Versus Signature

  • Basic Exam Prep

  • Pre Study






    Exam Prep Course

    Post Study

    • 450+ Practice Questions
    • 10+ Case Studies
    • Pep talk before Exam Day


    What if I need to retake the course?

    Retake tuition is $300. This covers our costs only.

  • $ 1095

* Signature Exam Prep students must satisfy CFP® Board’s Education coursework requirement before enrolling. The enrollment deadline is 1/12/21 for the March 2022 Signature Exam Prep course. Signature Exam Prep students are eligible to retake the Online Signature Exam Prep course one time at no charge if they do not pass the CFP® Board Exam immediately following the Exam Prep course that they initially enrolled in. New physical materials (textbooks and/or flashcards) will be sent to eligible students if updates have occurred.

Upcoming Exam Prep Courses

Virtual Classroom

2/4 – 2/7

You can attend from anywhere with an internet connection!

Taught by Brett Danko.

Basic Prep $1095
Signature $1895

Boston Area

2/8 – 2/11

Courtyard Boston/Norwood
300 River Ridge Drive
Norwood, MA 02062
(781) 762-4700

Taught by Brett Danko.

In-Person $1295
Signature $2095

NYC Area

2/20 – 2/23

Crowne Plaza
901 Spring Street
Elizabeth, NJ 07201
(908) 527-1600

Taught by Brett Danko.

In-Person $1295
Signature $2095

Philadelphia Area

2/16 – 2/19

Renaissance Phi Airport
500 Stevens Drive
Philadelphia, PA 19113
(610) 521-5900

Taught by Brett Danko.

In-Person $1295
Signature $2095

Full Exam Prep Schedule.

Daily Schedule for typical 4-day Exam Prep course.

About Brett Danko

The Boston Institute of Finance is very proud of its partnership with Brett. Here's why...

Brett has been considered one of the industry’s preeminent CFP® educators for nearly two decades. He has taught thousands of students how to successfully pass the CFP® Exam on their first attempt.

Brett understands the Exam’s topic areas backwards, forwards and sideways. Unfortunately, the subject matter can lean towards the “dry” side. Brett works tirelessly to infuse humor into his teaching methods. Poke around the CFP® Board Candidate Forum to find what his past students say about the energy and quality of Brett’s classroom.

In short, Brett is a highly entertaining instructor who is totally committed to coaching his students. He is laser focused on your primary goal… passing the CFP® Exam on your first attempt.

Questions? We have answers.