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
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
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

 

 

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