Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
05/04/22
Wed
05/18/22
Wed
05/25/22
Insurance Planning & Risk Management
with Mike Long
Wed
06/08/22
Wed
06/15/22
Wed
06/29/22
Investment Planning
with Brendan Flaherty
Wed
07/13/22
Wed
07/27/22
Wed
08/10/22
Tax Planning
with Adam Scherer
Wed
08/24/22
Wed
09/07/22
Wed
09/21/22
Retirement Planning & Employee Benefits
with Mike Long
Tue
10/04/22
Wed
10/19/22
Wed
11/02/22
Estate Planning
with Adam Scherer
Wed
11/16/22
Wed
11/23/22
Wed
12/07/22
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
12/15/22
Optional CFP Exam Prep
(Highly Recommended)
Proper Exam Prep timeline:
mid-December through March (Exam Day)
Please note: It's okay if there is some initial overlap w/ the Capstone.

Your Target CFP® Exam Window: March 7-14, 2023

Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
08/31/22
Wed
09/07/22
Tue
09/20/22
Insurance Planning & Risk Management
with Mike Long
Wed
10/05/22
Wed
10/12/22
Wed
10/26/22
Investment Planning
with Brendan Flaherty
Wed
11/09/22
Tue
11/22/22
Wed
12/07/22
Tax Planning
with Adam Scherer
Wed
12/21/22
Wed
01/04/23
Wed
01/18/23
Retirement Planning & Employee Benefits
with Mike Long
Wed
02/01/23
Wed
02/22/23
Wed
03/08/23
Estate Planning
with Adam Scherer
Wed
03/15/23
Wed
03/22/23
Wed
04/05/23
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
4/15/23
Optional CFP Exam Prep
(Highly Recommended)
Proper Exam Prep timeline:
mid-April through July (Exam Day)
Please note: It's okay if there is some initial overlap w/ the Capstone.

Your Target CFP® Exam Window: July 11-18, 2023

Course Session One Session Two Session Three
Winter 2023 Kick-Off Call
Wednesday
12/21/22 @ 7 PM ET
Introduction to Financial Planning
with Brendan Flaherty
Wed
01/04/23
Wed
01/11/23
Wed
01/25/23
Insurance Planning & Risk Management
with Mike Long
Wed
02/08/23
Wed
02/15/23
Wed
03/01/23
Investment Planning
with Brendan Flaherty
Wed
03/15/23
Wed
03/29/23
Wed
04/12/23
Tax Planning
with Adam Scherer
Wed
04/26/23
Wed
05/10/23
Wed
05/24/23
Retirement Planning & Employee Benefits
with Mike Long
Wed
06/07/23
Wed
06/21/23
Wed
07/05/23
Estate Planning
with Adam Scherer
Wed
07/19/23
Wed
07/26/23
Wed
08/09/23
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
8/15/23
Optional CFP Exam Prep
(Highly Recommended)
Proper Exam Prep timeline:
mid-August through November (Exam Day)
Please note: It's okay if there is some initial overlap w/ the Capstone.

Your Target CFP® Exam Window: November 2023

 

 

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