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Two Certified Financial Planners Personal Financial Planning Certificate Program Banner

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Steps to Becoming a CFP® Practitioner
Course Descriptions
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Course Offering Schedule

Note: In addition to the classes below, a short, calculator workshop is held every quarter. While the workshop is optional, it is also highly recommended, especially for those not particularly fluent with solving financial planning problems.

Course Offerings by Calendar Quarter
  Jan-Mar Apr-Jun Jul-Sep Oct-Dec
FPI
Fundamentals
X
X
 
X

FPII
Risk & Insurance

X
X
X
 
FPIII
Investment Planning
 
X
X
X
FPIV
Income Taxes
 
X
 
X
FPV
Retirement Planning
X
 
X
 
FPVI
Estate Planning
X
 
X
 

 

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