Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty		 Wed
01/08/20		 Wed
01/15/20		 Thu
01/30/20
Insurance Planning & Risk Management
with Jamal Mahmood		 Wed
02/12/20		 Mon
02/24/20		 Wed
03/11/20
Investment Planning
with Brendan Flaherty		 Wed
03/25/20		 Wed
04/08/20		 Wed
04/22/20
Tax Planning
with Christopher Gauthier		 Wed
05/06/20		 Wed
05/20/20		 Wed
06/03/20
Retirement Planning & Employee Benefits
with Mike Long		 Wed
06/17/20		 Wed
07/01/20		 Wed
07/15/20
Estate Planning
with Adam Scherer		 Wed
07/29/20		 Wed
08/12/20		 Wed
08/26/20
Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty		 Wed
05/06/20		 Wed
05/13/20		 Wed
05/27/20
Insurance Planning & Risk Management
with Mike Long		 Wed
06/10/20		 Wed
06/24/20		 Wed
07/08/20
Investment Planning
with Brendan Flaherty		 Wed
07/22/20		 Wed
08/05/20		 Wed
08/19/20
Tax Planning
with Christopher Gauthier		 Wed
09/02/20		 Wed
09/16/20		 Wed
09/30/20
Retirement Planning & Employee Benefits
with Mike Long		 Thu
10/15/20		 Thu
10/29/20		 Wed
11/11/20
Estate Planning
with Adam Scherer		 Tue
11/24/20		 Wed
12/09/20		 Wed
12/23/20
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		 Wed
02/17/21		 Wed
03/03/21
Estate Planning
with Adam Scherer		 Wed
03/17/21		 Wed
03/24/21		 Wed
04/07/21

 


Please note: The Capstone course automatically opens once a student has successfully completed the first 6 courses.



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ABOUT THE BOSTON INSTITUTE OF FINANCE

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