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Program Courses

CERTIFIED FINANCIAL PLANNERâ„¢ Certification Education Program

Program Courses

Annual Schedule

FALL WINTER SPRING SUMMER
300-0 Intro to Financial Planning X   X
301-0 Insurance Planning   X   X
312-0 Investment Planning X   X
313-0 Income Tax Planning X X
314-0 Retirement Planning and Employee Benefits X X
315-0 Estate Planning X X

320-0 Financial Plan Development and Presentation (Capstone) *Only offered during the Fall and Spring terms. Please plan your schedule with this in mind.

X X

Sample Course Plans


Summer quarter classes will commence on June 22. Previously scheduled on-campus courses will be conducted remotely for the entirety of the Summer quarter. Updated information for affected courses can be found in the Schedule Notes for each course.


Program Course ID Course Title / Description Spring 2020 Summer 2020
CERTIFIED FINANCIAL PLANNERFN_EXTND 301-0Insurance Planning

Remote Campus
Tu
5:45 – 9 p.m.
Meneshian, Sev

CERTIFIED FINANCIAL PLANNERFN_EXTND 312-0Investment Planning

Remote Campus
M
6 – 9:15 p.m.
Stinson, James

CERTIFIED FINANCIAL PLANNERFN_EXTND 313-0Income Tax Planning

Online
Tu
5:45 – 9 p.m.
Zacher, James

CERTIFIED FINANCIAL PLANNERFN_EXTND 314-0Retirement Planning and Employee Benefits

Remote Campus
W
5:45 – 9 p.m.
Williams, Charles

CERTIFIED FINANCIAL PLANNERFN_EXTND 315-0Estate Planning

Chicago Campus
Th
5:45 – 9 p.m.
Sorkin, Howard

CERTIFIED FINANCIAL PLANNERFN_EXTND 320-0Financial Plan Development and Presentation

Online
M
6 – 9:15 p.m.
Arnold, Warren

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