Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
09/02/20
Wed
09/09/20
Wed
09/23/20
Insurance Planning & Risk Management
with Mike Long
Wed
10/07/20
Wed
10/14/20
Wed
10/28/20
Investment Planning
with Brendan Flaherty
Wed
11/11/20
Tue
11/24/20
Wed
12/09/20
Tax Planning
with Christopher Gauthier
Wed
12/23/20
Wed
01/06/21
Wed
01/20/21
Retirement Planning & Employee Benefits
with Mike Long
Wed
02/03/21
Thu
02/18/21
Thu
03/04/21
Estate Planning
with Adam Scherer
Wed
03/17/21
Wed
03/24/21
Wed
04/07/21
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
04/30/21
Optional CFP Exam Prep
(Highly Recommended)

with Brett Danko
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 6-13, 2021

Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
01/06/21
Wed
01/13/21
Wed
01/27/21
Insurance Planning & Risk Management
with Mike Long
Wed
02/10/21
Wed
02/17/21
Wed
03/03/21
Investment Planning
with Brendan Flaherty
Wed
03/17/21
Wed
03/31/21
Wed
04/14/21
Tax Planning
with Adam Scherer
Wed
04/28/21
Wed
05/12/21
Wed
05/26/21
Retirement Planning & Employee Benefits
with Mike Long
Thu
06/10/21
Wed
06/23/21
Wed
07/07/21
Estate Planning
with Adam Scherer
Wed
07/21/21
Wed
08/04/21
Wed
08/11/21
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
08/31/21
Optional CFP Exam Prep
(Highly Recommended)

with Brett Danko
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 2-9, 2021

Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
05/05/21
Wed
05/12/21
Wed
05/26/21
Insurance Planning & Risk Management
with Mike Long
Wed
06/09/21
Wed
06/16/21
Wed
06/30/21
Investment Planning
with Brendan Flaherty
Wed
07/14/21
Wed
07/28/21
Wed
08/11/21
Tax Planning
with Adam Scherer
Wed
08/25/21
Wed
09/08/21
Wed
09/22/21
Retirement Planning & Employee Benefits
with Mike Long
Wed
10/06/21
Wed
10/20/21
Wed
11/03/21
Estate Planning
with Adam Scherer
Wed
11/17/21
Wed
11/24/21
Wed
12/08/21
Financial Planning Capstone course
with Brendan Flaherty
Recommended Capstone completion date:
12/31/21
Optional CFP Exam Prep
(Highly Recommended)

with Brett Danko
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 8-15, 2022

 

 

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