CFP® Course Sequence
Registered students will begin the program at the start of a session and will follow the pre-approved sequence of courses for their cohort listed below.
Spring 2019 Cohort (with summer courses)
| Principles of Financial Planning (Spring 2019 Session A) |
| Risk Management and Insurance Planning (Spring 2019 Session B) |
| Investment Planning (Fall 2019 Session A) |
| Tax Planning (Fall 2019 Session B) |
| Retirement Savings and Income Planning (Spring 2020 Session A) |
| Estate Planning (Spring 2020 Session B) |
| Financial Plan Development (Capstone) (Summer 2020 Session A) |
Spring 2019 Cohort (without summer courses)
| Principles of Financial Planning (Spring 2019 Session A) |
| Risk Management and Insurance Planning (Spring 2019 Session B) |
| Investment Planning (Fall 2019 Session A) |
| Tax Planning (Fall 2019 Session B) |
| Retirement Savings and Income Planning (Spring 2020 Session A) |
| Estate Planning (Spring 2020 Session B) |
| Financial Plan Development (Capstone) (Fall 2020 Session A) |
Fall 2019 Cohort (with summer courses)
| Investment Planning (Fall 2019 Session A) |
| Principles of Financial Planning (Fall 2019 Session B) |
| Risk Management and Insurance Planning (Spring 2020 Session A) |
| Estate Planning (Spring 2020 Session B) |
| Tax Planning (Summer 2020 Session A) |
| Retirement Savings and Income Planning (Summer 2020 Session B) |
| Financial Plan Development (Capstone) (Fall 2020 Session A) |
Fall 2019 Cohort (without summer courses)
| Investment Planning (Fall 2019 Session A) |
| Tax Planning (Fall 2019 Session B) |
| Retirement Savings and Income Planning (Spring 2020 Session A) |
| Estate Planning (Spring 2020 Session B) |
| Principles of Financial Planning (Fall 2020 Session A) |
| Risk Management and Insurance Planning (Spring 2021 Session A) |
| Financial Plan Development (Capstone) (Spring 2021 Session B) |