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.