Professional Development
CFP Exam Preparation
About the Instructors:
Brett Danko:
Brett鈥檚 not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, , where he manages and advises his own clients.
Brett鈥檚 advice and feedback is rooted in real world, real time experience. Brett doesn鈥檛 just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.
A dynamic , his insights and instruction will be your best preparation for taking the CFP Board Exam. If you already have your CFP certification, he provides the kind of real world support you need through his online Continuing Education and fosters your knowledge to help drive your business to the next level.
Not only is his instruction and feedback informative and noteworthy, Brett is also easily accessible to his students. By signing up for his classes or audio updates, you will have his cell phone number and his e-mail address, giving you the individual feedback you need to better your career and your business.
Brett's live courses include -
- Brett Danko as your personal instructor
- Course material updated for every cycle of the exam. This is not true for some competitors who print in bulk use the material over a series of exams.
- Pricing is inclusive of all materials. If you do need to retake the review course we charge you only our cost 鈥 no profit.
- For students who do not pass the CFP Board Exam, Brett personally follows up with a review of the results and an individualized strategy for next steps.
M. Thomas Pablo:
Thomas is a passionate and energetic teacher who really enjoys being with his students. Here is what you can expect from him in the classroom:
A first-hand knowledge that this is the quickest and best path to becoming a CFP庐 practitioner. Thomas is a Fast Track Graduate from 2006.
Understanding the material can be enjoyable when you learn it, instead of just memorizing it. He helps you understand the material by taking complex ideas and breaking them down to simple concepts using everyday examples. You will improve your practice immediately through applying CFP庐 concepts that have been learned over 20 years of experience in the financial services industry. The secret to a good all-day classroom experience is being charismatic and entertaining all while staying on point. Thomas is invested in the success of his students to pass the CFP庐 and become lifelong practitioners.
鈥淟iving through 2008 made me realize the importance of independence and a focus on planning and not just investments. Money has a purpose 鈥 educating a child, protecting a lifestyle, or providing stability during uncertain times. Very rarely is it to simply make more money. I became a Certified Financial Planner to gain a deeper understanding of the components of a client鈥檚 life that go well beyond investments and often have a greater impact on achieving one鈥檚 goals.鈥
Thomas has a strong tech background and started in the financial services industry in 1993 and worked for Merrill Lynch starting in 2004. In 2011, Thomas fused his tech background, his MBA, and his CFP庐 credential to help build a financial planning-based RIA. Thomas has been working closely with people to help them reach their most cherished goals ever since.
Thomas has a bachelor鈥檚 degree from the University of Virginia and received his MBA
from Georgetown University with the highest honors (Beta Gamma Sigma). A lifelong
Washingtonian, he now lives in Bethesda, MD with his wife, three boys and an incredible
black lab.
