CFP Exam Preparation
CFP Exam Preparation
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About the Instructors:
Brett Danko:
Brett’s not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients.
Brett’s advice and feedback is rooted in real world, real time experience. Brett doesn’t 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 speaker and entertaining teacher, 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 – 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.
John Choi:
John Choi, MSFS, CFP® is the President of Epiphany Capital, a registered investment advisory firm based in the Chicagoland area. Since 1993, John has provided a team-based, solutions-oriented approach to wealth planning and investment management. The firm implements investment and insurance solutions for successful families, corporate executives, entrepreneurs, retirees, and specialized physicians.
John is a graduate of the University of Illinois at Urbana-Champaign and has earned his Master’s Degree in Financial Services (MSFS) from The American College and is also a CERTIFIED FINANCIAL PLANNER® professional. Additionally, he holds the professional designation of Certified Estate Planner (CEP®) from the National Institute for Estate Planners. John has authored several articles, including “A Brief Overview of Employee Stock Options”, “A Five-Step Approach to Repairing Your Portfolio”, and “Five Questions Every Investor Must Ask Their Advisor”.
John is active at his local church and volunteers in the children’s ministry. His leisure activities include golf, fishing, and coaching youth sports. He lives in Vernon Hills, Illinois with his wife and three children.
Matt J. Goren:
Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE.
Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.
Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.
Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.
Matt has a Ph.D. in social psychology from UC Berkeley, an MS in social psychology from the University of Georgia, and a BS in psychology with minors in statistics and history from the University of Florida.
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