Curriculum

You must successfully complete the six required courses for a total of 22.8 Continuing Education Units (CEUs), which is equivalent to 228.0 contact hours. The program is designed to be completed in 9 months, but you have up to two years to complete the certificate requirements.


Course Schedule

Course Name Semester and Section
Required Courses  Spring 2018Fall 2018
Estate Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jun 29, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Jun 30, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Jul 13, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Jul 14, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Jul 27, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Jul 28, 2018
640 Mass Ave. , C125

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Mar 15, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Mar 16, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Mar 22, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Mar 23, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Apr 05, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Apr 06, 2019
640 Mass Ave.

Required Spring 2018Fall 2018
Investment Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Mar 16, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Mar 17, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Mar 23, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Mar 24, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Apr 06, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Apr 07, 2018
640 Mass Ave. , C125

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Nov 02, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Nov 03, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Nov 16, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Nov 17, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Nov 30, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Dec 01, 2018
640 Mass Ave.

Required Spring 2018Fall 2018
Capstone Case Course in Financial Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Aug 10, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Aug 11, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Aug 24, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Aug 25, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Sep 07, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Sep 08, 2018
640 Mass Ave. , C125

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Apr 12, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Apr 13, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Apr 26, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Apr 27, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
May 10, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
May 11, 2019
640 Mass Ave.

Required Spring 2018Fall 2018
Tax Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Apr 20, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Apr 21, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
May 04, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
May 05, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
May 18, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
May 19, 2018
640 Mass Ave. , C125

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Feb 08, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Feb 09, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Feb 22, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Feb 23, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Mar 01, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Mar 02, 2019
640 Mass Ave.

Required Spring 2018Fall 2018
Retirement Savings and Income
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jun 01, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Jun 02, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Jun 08, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Jun 09, 2018
640 Mass Ave. , C125

Fri 5:30 PM - 9:45 PM
Jun 22, 2018
640 Mass Ave. , C125

Sat 9:00 AM - 5:00 PM
Jun 23, 2018
640 Mass Ave. , C125

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jan 04, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Jan 05, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Jan 11, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Jan 12, 2019
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Jan 25, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Jan 26, 2019
640 Mass Ave.

Required Spring 2018Fall 2018
Fundamentals and Ethical Consideration & Insurance and Employee Benefits
Enrollment closed Not currently scheduled
Section 01Status: Open
Fri/Sat 5:30 PM - 9:45 PM
Sep 07, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Sep 08, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Sep 21, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Sep 22, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Sep 28, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Sep 29, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Oct 12, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Oct 13, 2018
640 Mass Ave.