Bryant's Spring Cohort early enrollment has begun.

Join today to earn your CFP® marks in 2023!

Early enrolled students are generally more prepared for the class and enjoy a higher completion rate. All classes will be fully recorded and available on-demand. Our instructors are an email away if you need any help.

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
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: October 31 - November 7, 2023

Course Session One Session Two Session Three
Spring 2023 Kick-off Call Wednesday, 04/19/23 @ 7 PM ET
Introduction to Financial Planning
with Brendan Flaherty
Wed
05/03/23
Wed
05/10/23
Wed
05/24/23
Insurance Planning & Risk Management
with Mike Long
Wed
05/31/23
Wed
06/14/23
Wed
06/28/23
Investment Planning
with Brendan Flaherty
Wed
07/12/23
Wed
07/26/23
Wed
08/09/23
Tax Planning
with Adam Scherer
Wed
08/23/23
Wed
09/06/23
Wed
09/20/23
Retirement Planning & Employee Benefits
with Mike Long
Wed
10/04/23
Wed
10/18/23
Wed
11/01/23
Estate Planning
with Adam Scherer
Wed
11/15/23
Wed
11/22/23
Wed
12/06/23
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
12/15/23
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 2024

 

 

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