SIGNUP FOR A DEMO
Course | Session One | Session Two | Session Three |
Introduction to Financial Planning with Brendan Flaherty |
Wed 09/08/21 |
Wed 09/15/21 |
Wed 09/29/21 |
Insurance Planning & Risk Management with Adam Scherer |
Wed 10/13/21 |
Wed 10/20/21 |
Wed 11/03/21 |
Investment Planning with Brendan Flaherty |
Wed 11/17/21 |
Wed 12/01/21 |
Wed 12/15/21 |
Tax Planning with Adam Scherer |
Wed 12/29/21 |
Wed 01/12/22 |
Wed 01/26/22 |
Retirement Planning & Employee Benefits with Adam Scherer |
Wed 02/02/22 |
Wed 02/23/22 |
Wed 03/09/22 |
Estate Planning with Adam Scherer |
Wed 03/23/22 |
Wed 03/30/22 |
Wed 04/06/22 |
Financial Planning Capstone course with Brendan Flaherty |
Recommended Capstone completion date: 04/15/22 |
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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 12-19, 2022
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 |
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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 |
Wed 10/05/22 |
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, 2023