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.

Exam Prep Materials

Exam Prep Textbooks

A comprehensive review of each CFP® Board Principal Knowledge Topic with associated questions and case studies.

Exam Prep Workbook

Check your understanding of each topic by completing the associated quiz in this workbook. Practice makes perfect!


Access 1,500+ questions written in the CFP® Exam question style. Focus on weak areas with our unique sorting feature.

All students are expected to have completed the Exam Prep Textbooks and Workbook prior to attending an Exam Prep course. The books contain a comprehensive review of each topic area along with over 2,500 CFP® style questions. Many of the questions are based on case studies, which are now a large part of the Exam.

We advise that you plan to allocate approximately 120 hours of study time in the months directly preceding either the Live Virtual or In-Person Exam Prep course. The Materials alone are not sufficient to properly prepare students to pass the Exam. We recommend that students use the Materials together with the Exam Prep course of their choice together to ensure the highest possible probability of success!

Audience in the lecture hall.

Virtual CFP® Exam Prep Course

The new Live Virtual Exam Prep course brings an exceptionally high caliber Exam Prep course to students located throughout the country. The course was created in partnership with and is taught by Brett Danko who is no stranger to the world of CFP® Exam Prep.

Over 4 days Brett leads his students through the condensed Review Book which comprehensively covers each Exam topic. The course combines freshly updated materials with compassionate mentoring and constructive feedback. As a successful Financial Planner and CFP® professional, Brett is known for his practical knowledge and advice.

A full recording of the complete Virtual Prep course is available to students after the course wraps up. The recording is edited into several easily absorbed shorter segments that can each be revisited as many times as the student wishes in the days and weeks leading up to their Exam date. The recordings work very well with CFPquestions.com (included in the Exam Prep materials) as a final prep resource.

Industry leading instructor is easily accessible to all students.

Course materials are updated for each Exam cycle.

All 36 hours of class are fully archived and available to review 24/7.

Virtual Prep Course Schedule

For the July 2018 CFP® Exam

June 1, 2018


9:00 – 9:15 AM

Class Orientation

9:15 – 11:30 AM

General Principles

11:30 AM – 4:30 PM

Estate Planning

4:30 – 7:00 PM

Insurance Planning

June 2, 2018


9:00 AM – 12:00 PM

Insurance Planning

12:00 – 6:00 PM

Tax Planning

6:00 – 7:00 PM

How to Study

June 8, 2018


9:00 AM – 3:00 PM

Retirement Planning

3:00 – 7:00 PM

Investment Planning

June 9, 2018


9:00 – 12:00 PM

Investment Planning

12:00 – 3:00 PM

Case Study / Q&A


In-Person CFP® Exam Prep Course

Students located in the Northeast also have the option to prepare for the Exam in person with Brett.

Just as with the Virtual Exam Prep course, Brett leads you and your classmates through the condensed Review Book. However, you will have the additional benefit of being face to face with Brett as he delivers his compassionate mentoring and constructive feedback.

Students who choose the in-person review still receive 24/7 access to the previously recorded Virtual Prep course once their in-person course has concluded.


Upcoming In-Person Prep Courses

Boston, MA

6/10/18 – 6/13/18

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

Taught by Brett Danko.

Newark, NJ

6/16/18 – 6/19/18

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

Taught by Brett Danko.

Mt. Holly, NJ

6/23/18 – 6/26/18

Courtyard Burlington Mt. Holly/Westampton
30 Western Drive
Mt Holly, NJ 08060

Taught by Brett Danko.

Enrollment Options

  • Virtual Prep
  • Virtual Exam Prep Course

    1. Exam Prep Materials
    2. Live Prep Textbook
    3. Virtual Exam Prep Course (4 days)
    4. Access to Course archives through Exam date
  • $ 895
  • In-Person Prep
  • In-Person Exam Prep Course

    1. Exam Prep Materials
    2. Live Prep Textbook
    3. In-Person Exam Prep Course (4 days)
  • $ 995
  • CALL 857-243-2020

Questions? We have answers.