Business Success Knowledge Circle: The Value of the CFP Education for New Advisors Entering the Industry
Includes a Live Web Event on 07/01/2025 at 1:00 PM (MDT)
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With increasing complexities in our work environments related to regulatory rigors, technological changes and intensive competition across the myriad segments of the financial services industry, having a professional standard that is universally respected helps to communicate to the public that we are a veritable profession capable of transforming lives with financial advice.
Clients need assurances that the support they get from financial professionals can be verified by a trusted authority that as formulated a system for ensuring a minimal level of competence, knowledge, ethics, experience and dut to serve the public well.
The CFP has become a highly valued professional standard in a critically important field. To earn it is to demonstrate a commitment to excellence and therefore it has become an important career-building goal for increasing numbers of practitioners. To support new advisers who desire to acquire the marks therefore has become a collective opportunity.
More and more companies are requiring the CFP marks as a condition of employment and/or advancement. For increasing numbers of aspiring ---and currently practicing- financial professionals it has become a potential barrier to entry.
Are we sponsoring a work environment and culture we can enable colleagues in our organization to earn the marks?
Brett Danko is a leading educator in preparing aspiring financial advisors – and highly experienced ones too – to attain the CFP designation. As a practicing professional with his own financial services practice, he is well versed in guiding us through practical steps to creating nurturing work environments to encourage advisors to work through the regimen to become CFPs!
Competency Level: Intermediate
FPA Competency: Advance the Financial Planning Profession, Leadership
CFP Board Topic: N/A
CFP Board CE Credit(s): N/A
Brett Danko, CFP®
Brett Danko, CFP® has worked in the financial services industry for over 25 years and is a featured nationwide lecturer on matters of personal finance. He is regularly called upon by the financial services industry to provide financial planning training to top-tier financial advisors and to consult on complex planning issues affecting their clients.
Brett is a dynamic speaker with the ability to deliver complex information to professionals and clients in an easily understandable way. He teaches the required CFP® Certification Education Courses (Financial Planning, Insurance, Investments, Income Tax, Retirement, Estate and Capstone) and CFP® Board Certification Examination Prep Courses throughout the United States. He also provides classroom continuing education to industry professionals and regularly teaches the CFP® Ethics course. Brett is a frequent speaker at key client events where he presents on emerging and hot topics in the financial planning arena.
In addition, Brett has his own RIA with over 30 financial advisors across the country that manages over $2 billion dollars. Brett is also a volunteer consultant for various organizations. In that capacity, he helps the organizations clients address their complex financial planning situations.
Brett grew up in Pittsburgh, PA and is a graduate of the University of Pennsylvania. He lives in Newtown, PA with his two children, one cat and one dog.
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