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Advisory Regarding Coronavirus COVID-19

In order to deliver the best and safest program for our students, the School of Professional Studies is planning to move all programs to online learning for Summer 2020. With the State of New York’s approval, we expect to formally announce this transition as of April 10, 2020. We are excited to deliver dynamic and engaging courses and cocurricular activities online. Our websites will be updated with additional details in the coming weeks. Learn More.
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Schedule is subject to change. Onsite sessions will run 9:00 a.m. to 5:00 p.m. and include daily lunch and breaks.

Upcoming Sessions (Click to register)

August 17-19, 2020

Schedule Overview
Schedule Topics
Online Pre-Work (approximately 1 month prior to onsite seminar)

Fundamentals of Financial Planning
Program Development and Leadership

Onsite Seminar (Monday through Wednesday)

Retirement Planning
Estate Planning

Online Follow-Up

Teaching Resources