| Course Name | Course No. Location | Instructors | Dates and Times |
|---|---|---|---|
| Capstone Course in Financial Planning | XCPD-025-01 Clarendon 238 | Dalton, M. |
April 21 - May 19
Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 4:05 PM. First session begins at 1:00 pm Saturday. |
| Notes: This course is required for the Certificate in Financial Planning. | |||
| Estate Tax Planning | XCPD-024-01 Clarendon 238 | Dalton, M. |
March 30 - April 21
Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 5:05 PM. Final session until 12:00 pm. |
| Notes: This course is required for the Certificate in Financial Planning. | |||
| Retirement and Employee Benefits | XCPD-023-01 Clarendon 238 | Dalton, J. |
February 17 - March 17
Fri 5:10 PM - 8:45 PM Sat 8:45 AM - 5:05 PM |
| Notes: This course is required for the Certificate in Financial Planning. | |||