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  Fall 2017Spring 2018
Retirement Savings and Income
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jan 05, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Jan 06, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
Jan 26, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Jan 27, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
Feb 02, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Feb 03, 2018
640 Mass Ave. , C204

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

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

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

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

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

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

Required Fall 2017Spring 2018
Fundamentals and Ethical Consideration & Insurance and Employee Benefits
Enrollment closed Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jan 19, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Jan 20, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Jan 26, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Jan 27, 2018
640 Mass Ave.

Fri 5:30 PM - 9:45 PM
Feb 09, 2018
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Feb 10, 2018
640 Mass Ave.

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

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

Required Fall 2017Spring 2018
Tax Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Feb 09, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Feb 10, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
Feb 23, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Feb 24, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
Mar 09, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Mar 10, 2018
640 Mass Ave. , C204

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Apr 20, 2018
640 Mass Ave.

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

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

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

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

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

Required Fall 2017Spring 2018
Estate Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Mar 16, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Mar 17, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
Mar 23, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Mar 24, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
Apr 06, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Apr 07, 2018
640 Mass Ave. , C204

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jun 29, 2018
640 Mass Ave.

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

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

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

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

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

Required Fall 2017Spring 2018
Investment Planning
Enrollment closed Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Mar 16, 2018
640 Mass Ave.

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

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

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

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

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

Required Fall 2017Spring 2018
Capstone Case Course in Financial Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Apr 20, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
Apr 21, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
May 04, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
May 05, 2018
640 Mass Ave. , C204

Fri 5:30 PM - 9:45 PM
May 18, 2018
640 Mass Ave. , C204

Sat 9:00 AM - 5:00 PM
May 19, 2018
640 Mass Ave. , C204

Not currently scheduled
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Aug 10, 2018
640 Mass Ave.

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

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

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

Fri 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.