CFP® Course Sequence

Registered students can begin the program at any time and can take courses in any order. The below sequencing indicates the available courses through the Fall 2019 semester.

Please note: Students must take Capstone in Financial Planning (307/317) as their final course. 

Spring 2019 Cohort (with summer courses)

Principles of Financial Planning (Spring 2019 Session A | course registration is closed)
Risk Management and Insurance Planning (Spring 2019 Session B | begins March 4)
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 | course registration is closed)
Risk Management and Insurance Planning (Spring 2019 Session B | begins March 4)
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)