Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty		 Wed
01/05/22		 Wed
01/12/22		 Wed
01/26/22
Insurance Planning & Risk Management
with Adam Scherer		 Wed
02/09/22		 Wed
02/16/22		 Wed
03/02/22
Investment Planning
with Brendan Flaherty		 Wed
03/16/22		 Wed
03/30/22		 Wed
04/13/22
Tax Planning
with Adam Scherer		 Wed
04/27/22		 Wed
05/11/22		 Wed
05/25/22
Retirement Planning & Employee Benefits
with Mike Long		 Tue
06/07/22		 Wed
06/22/22		 Wed
07/06/22
Estate Planning
with Adam Scherer		 Wed
07/20/22		 Wed
07/27/22		 Wed
08/10/22
Financial Planning Capstone course
with Brendan Flaherty		 Recommended Capstone completion date:
08/15/22
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 1-8, 2022

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		 Wed
09/21/22
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		 Wed
11/23/22		 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
02/15/23		 Wed
03/01/21
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, 2023

 

 

Learn about Bryant University's long and storied history.

ABOUT THE BOSTON INSTITUTE OF FINANCE

We strive to provide the best possible educational experience for each and every one of our students.

We are educators that specialize in building industry-leading online programs. Our CFP curriculum was first to fully satisfy the CFP Education requirement 100% online.
The Boston Institute of Finance

260 Charles Street, Suite 210
Waltham, MA 02453
T 800-329-4996  |  F 857-362-7869

© 2020 Boston Institute of Finance

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We are confident that you will be satisfied with your learning experience. However, if you need to cancel your online course enrollment for any reason, we grant refunds within the first 15 days of purchase. The 15 day refund period begins on the date of your initial purchase.

Subsequent enrollments in courses of the same certification are not refundable. Re-enrollments, extensions and continuation packages are not refundable. The first payment of a payment plan is refundable if you are within 15 days, but subsequent payments are not refundable.

Textbooks and other tangible materials are not refundable.

No refunds will be granted after 15 days from the date of original purchase. No exceptions (including medical, financial, etc.) will be made. Refunds are granted to first-time students only.

Please remember, if you are having difficulties we will always endeavor to go above and beyond to help you. We want nothing more than for you to succeed.