Certificate in Financial Planning

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 2018
Fundamentals and Ethical Consideration & Insurance and Employee Benefits
Enrollment closed
Required Fall 2018
Investment Planning
Enrollment closed
Required Fall 2018
Retirement Savings and Income
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Jan 4, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Jan 5, 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 Fall 2018
Tax Planning
Enrollment closed
Section 01Status: Open
Fri 5:30 PM - 9:45 PM
Feb 8, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Feb 9, 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 1, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Mar 2, 2019
640 Mass Ave.

Required Fall 2018
Estate Planning
Enrollment closed
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 5, 2019
640 Mass Ave.

Sat 9:00 AM - 5:00 PM
Apr 6, 2019
640 Mass Ave.

Required Fall 2018
Capstone Case Course in Financial Planning
Enrollment closed
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.