CFP Board Candidate Open Forum

  • 1.  Danko - Trust the Process

    Posted 04-18-2019 15:08
    ​​The Danko live review and process were the keys to passing the exam.
    Step One - complete pre study materials - come to the live review having completed all of the pre study materials!
    Step Two - Live review with classroom book, Brett brings the material to life with his enthusiasm and passion for financial planning. The book is   focused on material needed to pass exam.
    Step Three - follow study plan - Brett provides a plan and additional practice questions and case studies - at this point, the only review book you need is from the Live review
    Step Four - Pass Exam
    Brett's process has been proven over time to work, he is a true professional.
    Thank you Brett!
    Best of luck

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    John Haydu
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  • 2.  RE: Danko - Trust the Process

    Posted 04-19-2019 11:46
    I agree with everything that John said. Brett Danko's material and class was very helpful in the process of passing the CFP exam the first time!  He really has a great process, cares about his students and make the material as interesting as it can be. Thanks Brett Danko!

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    Patrick Trauger
    Partner
    Penn Wealth Planning
    Warwick PA
    267-718-5096
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