Course Dates & Times

September 2017 - May 2018 Cohort

General Financial Planning Principles, Professional Conduct & Regulation / Risk Management, Insurance & Employee Benefits (48 Hours)

September 15, 5:00pm - 8:35pm (4 Hours)
September 16, 8:45am - 5:00pm* (8 Hours)
September 22, 5:00pm - 8:35pm* (4 Hours)
September 23, 8:45am - 5:00pm (8 Hours)
October 6, 5:00pm - 8:35pm (4 Hours)
October 7, 8:45am - 5:00pm (8 Hours)
October 20, 5:00pm - 8:35pm (4 Hours)
October 21, 8:45am - 5:00pm (8 Hours)

Investment Planning (36 Hours)

November 3, 5:00pm - 8:35pm (4 Hours)
November 4, 8:45am - 5:00pm (8 Hours)
November 17, 5:00pm - 8:35pm (4 Hours)
November 18, 8:45am - 5:00pm (8 Hours)
December 1, 5:00pm - 8:35pm (4 Hours)
December 2, 8:45am - 5:00pm (8 Hours)

Retirement Savings & Income (36 Hours)

January 5, 5:00pm - 8:35pm (4 Hours)
January 6, 8:45am - 5:00pm (8 Hours)
January 19, 5:00pm - 8:35pm (4 Hours)
January 20, 8:45am - 5:00pm (8 Hours)
February 2, 5:00pm - 8:35pm (4 Hours)
February 3, 8:45am - 5:00pm (8 Hours)

Tax Planning (36 Hours)

February 16, 5:00pm - 8:35pm (4 Hours)
February 17, 8:45am - 5:00pm (8 Hours)
March 2, 5:00pm - 8:35pm (4 Hours)
March 3, 8:45am - 5:00pm (8 Hours)
March 16, 5:00pm - 8:35pm (4 Hours)
March 17, 8:45am - 5:00pm* (8 Hours)

Estate Planning (36 Hours)

March 23, 5:00pm - 8:35pm* (4 Hours)
March 24, 8:45am - 5:00pm (8 Hours)
April 6, 5:00pm - 8:35pm (4 Hours)
April 7, 8:45am - 5:00pm (8 Hours)
April 20, 5:00pm - 8:35pm (4 Hours)
April 21, 8:45am - 5:00pm* (8 Hours)

Capstone Case Course in Financial Planning (36 Hours)

April 27, 5:00pm - 8:35pm* (4 Hours)
April 28, 8:45am - 5:00pm (8 Hours)
May 11, 5:00pm - 8:35pm (4 Hours)
May 12, 8:45am - 5:00pm* (8 Hours)
May 18, 5:00pm - 8:35pm* (4 Hours)
May 19, 8:45am - 5:00pm (8 Hours)

* Denotes back-to-back weekends.
** Please note that the Capstone Case Class is a total of 45 hours, which constitutes 36 hours of in class time plus 9 hours for case projects including outside meetings with instructor and student teams.

April 2017 - December 2017 Cohort

General Financial Planning Principles, Professional Conduct, and Regulation (48 Hours)

April 21, 6:00pm - 9:35pm (4 Hours)
April 22, 8:45am - 5:00pm (8 Hours)
May 5, 6:00pm - 9:35pm (4 Hours)
May 6, 8:45am - 5:00pm (8 Hours)
May 19, 6:00pm - 9:35pm (4 Hours)
May 20, 8:45am - 5:00pm (8 Hours)
June 2, 6:00pm - 9:35pm (4 Hours)
June 3, 8:45am - 5:00pm* (8 Hours)

Investment Planning (36 Hours)

June 9, 6:00pm - 9:35pm* (4 Hours)
June 10, 8:45am - 5:00pm (8 Hours)
June 23, 6:00pm - 9:35pm (4 Hours)
June 24, 8:45am - 5:00pm (8 Hours)
July 7, 6:00pm - 9:35pm (4 Hours)
July 8, 8:45am - 5:00pm (8 Hours)

Tax Planning (36 Hours)

July 21, 6:00pm - 9:35pm (4 Hours)
July 22, 8:45am - 5:00pm (8 Hours)
August 4, 6:00pm - 9:35pm (4 Hours)
August 5, 8:45am - 5:00pm (8 Hours)
August 18, 6:00pm - 9:35pm (4 Hours)
August 19, 8:45am - 5:00pm* (8 Hours)

Retirement Savings and Income Planning (36 Hours)

August 25, 6:00pm - 9:35pm (4 Hours)
August 26, 8:45am - 5:00pm (8 Hours)
September 8, 6:00pm - 9:35pm (4 Hours)
September 9, 8:45am - 5:00pm (8 Hours)
September 22, 6:00pm - 9:35pm (4 Hours)
September 23, 8:45am - 5:00pm (8 Hours)

Estate Planning (36 Hours)

October 6, 6:00pm - 9:35pm (4 Hours)
October 7, 8:45am - 5:00pm (8 Hours)
October 20, 6:00pm - 9:35pm (4 Hours)
October 21, 8:45am - 5:00pm (8 Hours)
November 3, 6:00pm - 9:35pm (4 Hours)
November 4, 8:45am - 5:00pm (8 Hours)

Capstone Case Course in Financial Planning (36 Hours)

November 17, 6:00pm - 9:35pm (4 Hours)
November 18, 8:45am - 5:00pm (8 Hours)
December 1, 6:00pm - 9:35pm (4 Hours)
December 2, 8:45am - 5:00pm (8 Hours)
December 15, 6:00pm - 9:35pm (4 Hours)
December 16, 8:45am - 5:00pm (8 Hours)

* While every effort is made to ensure that classes meet every other weekend, holidays, and local events prevent this accommodation. Weekends that meet back to back are denoted by an asterisk.