D'Amore PASS Path
For those pursuing CFP Certification
Learn About Our ProgramsWhy work with Joe D'Amore

Education & Coaching Services

The D’Amore PASS Path provides the level of accountability you need to pass the CFP Test. Guided by Joe D’Amore as your coach, you will develop a well-delineated pathway to PASS the exam.

About Joe D’Amore, CFP®, MSFS, M.Ed.

For more than 21 years, Joe has been a financial advisor with Baystate Financial Services in Boston, Massachusetts. Joe’s practice has focused on enabling clients to fulfill their financial goals and aspirations. He holds Series 6, 7, 24, 63 & 65 licenses from FINRA, a self-regulatory body that oversees U.S. broker-dealers and investment advisors. He has also earned numerous professional designations from the American College, culminating in a Masters in Financial Services in August of 2020. In April of 2021, he earned the Certified Financial Planner certification from the Certified Financial Planning Board and industry-leading professional standards board.

“Joe – thank you so much for your study group. I felt confident going into the exam on calculator/formula questions, and I’m happy to say I passed!” – Michelle
I can’t say enough of Joe’s study program. If you are searching for a group to connect, are in need of a different perspective and would appreciate a collaborative approach, I would suggest this venue. Joe is committed to each and everyone’s success, which was I appreciated. He truly cares. Good luck to you all in your journey to passing this next round!

Test Passed: July 2021

Took my first shot at the CFP Exam yesterday and I passed! Thanks for providing your Study Group. It was also great to hear different viewpoints on test prep and test taking strategies. I started with your original study group months ago while I was still working through my educational courses. I am glad I latched on to your latest offering. It was very helpful.

Test Passed: November 2021