Schedule is subject to change. Onsite sessions will run 9:00 a.m. to 5:00 p.m. and include daily lunch and breaks.

Schedule Overview

Online Pre-Work
(approximately 1 month prior to onsite seminar)
Fundamentals of Financial Planning
Program Development and Leadership
Onsite Seminar
(Sunday through Tuesday)
Retirement Planning
Estate Planning
Taxation Investments
Online Follow-Up Teaching Resources