Bryant's Fall Cohort early enrollment has begun.

Join today to earn your CFP® marks in 2025!

Early enrolled students are generally more prepared for the class and enjoy a higher completion rate. All classes will be fully recorded and available on-demand. Our instructors are an email away if you need any help.

Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
01/03/24
Wed
01/10/24
Wed
01/24/24
Insurance Planning & Risk Management
with Jerry Mee
Wed
02/07/24
Wed
02/21/24
Wed
03/06/24
Investment Planning
with Brendan Flaherty
Wed
03/20/24
Wed
04/03/24
Wed
04/17/24
Tax Planning
with Adam Scherer
Wed
05/01/24
Wed
05/15/24
Wed
05/29/24
Retirement Planning & Employee Benefits
with Adam Scherer
Wed
06/12/24
Wed
06/26/24
Wed
07/10/24
Estate Planning
with Adam Scherer
Wed
07/24/24
Wed
07/31/24
Wed
08/07/24
Financial Planning Capstone
with Brendan Flaherty
Recommended Capstone completion date:
08/14/24
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 6-13, 2024

Course Session One Session Two Session Three
Introduction to Financial Planning
with Brendan Flaherty
Wed
05/01/24
Wed
05/08/24
Wed
05/22/24
Insurance Planning & Risk Management
with Jerry Mee
Wed
06/05/24
Tue
06/18/24
Wed
07/03/24
Investment Planning
with Brendan Flaherty
Wed
07/17/24
Wed
07/31/24
Wed
08/14/24
Tax Planning
with Adam Scherer
Wed
08/28/24
Wed
09/11/24
Wed
09/25/24
Retirement Planning & Employee Benefits
with Mike Long
Wed
10/09/24
Wed
10/23/24
Wed
11/06/24
Estate Planning
with Adam Scherer
Wed
11/20/24
Wed
11/27/24
Wed
12/11/24
Financial Planning Capstone
with Jerry Mee
Recommended Capstone completion date:
12/18/24
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 18-25, 2025

Course Session One Session Two Session Three
Cohort Kick-off Session Wed, 08/21/24
Introduction to Financial Planning
with Brendan Flaherty
Wed
08/28/24
Wed
09/04/24
Wed
09/18/24
Insurance Planning & Risk Management
with Jerry Mee
Wed
10/02/24
Wed
10/16/24
Wed
10/30/24
Investment Planning
with Brendan Flaherty
Wed
11/13/24
Wed
11/27/24
Wed
12/11/24
Tax Planning
with Adam Scherer
Wed
12/18/24
Wed
01/08/25
Wed
01/22/25
Retirement Planning & Employee Benefits
with Mike Long
Wed
02/05/25
Wed
02/19/25
Wed
03/05/25
Estate Planning
with Adam Scherer
Wed
03/19/25
Wed
03/26/25
Wed
04/09/25
Financial Planning Capstone
with Jerry Mee
Recommended Capstone completion date:
04/15/24
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, 2025

 

 

Learn about Bryant University's long and storied history.