CFP Course Schedule 2015 Proposed

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CFP® Course Schedule
2015 Proposed
All in-class meetings are on Tuesdays unless indicated. Note the basic sequence – In-class meetings every
two weeks (except that new classes start one week after completing prior class) and independent work
between class meetings.
1. FP 101 – Principles of Financial Planning:
January 13
January 27
February 10
February 24
2. FP 102 – Principles of Insurance:
March 3
March 17
March 31
April 14
3. FP 103 – Principles of Investments
April 21
May 5
May 26 (Note out of sequence date)
June 2
4. FP 104 – Principles of Individual Taxation:
June 9
June 23
July 7
July 21
5. FP 105 – Retirement Planning and Employee Benefits:
July 28
August 11
August 25
September 8
6. FP 106 - Estate Planning:
September 15
September 29
October 13
October 27
7. FP 107 – Case Studies in Financial Planning:
November 3
November 17
December 1
December 15
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