College Calendar

The College for Financial Planning is proud to offer online instructor-led coursework to supplement the CFP Certification Professional Education Program, our professional designation programs, and NAIFA’s LUTCF® program

The College’s virtual classes consist of  13-20 hours of live instruction via web-delivered classes which allow students to ask questions and communicate with other students.  All classes are recorded so you can review topics or view any classes that you miss.

  • Mon
    10
    Oct
    2016
    Mon
    12
    Dec
    2016
    Adobe Connect Online

    Classes meet each Monday.

  • Mon
    24
    Oct
    2016
    Sun
    18
    Dec
    2016
    College for Financial Planning

    Our entire line-up of Master of Science Courses will be in session during these dates

  • Tue
    08
    Nov
    2016
    Thu
    29
    Dec
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    08
    Nov
    2016
    Tue
    24
    Jan
    2017
    Adobe Connect Online

    Classes meet each Tuesday.

  • Tue
    15
    Nov
    2016
    Thu
    05
    Jan
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    29
    Nov
    2016
    Thu
    19
    Jan
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Mon
    05
    Dec
    2016
    Wed
    25
    Jan
    2017
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Mon
    05
    Dec
    2016
    Wed
    25
    Jan
    2017
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Thu
    15
    Dec
    2016
    Thu
    09
    Feb
    2017
    Adobe Connect Online

    Classes meet each Thursday.

  • Tue
    03
    Jan
    2017
    Thu
    23
    Feb
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Wed
    04
    Jan
    2017
    Wed
    01
    Mar
    2017
    Adobe Connect Online

    Classes meet each Wednesday.

  • Mon
    09
    Jan
    2017
    Wed
    01
    Mar
    2017
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Mon
    09
    Jan
    2017
    Sun
    05
    Mar
    2017
    College for Financial Planning

    Our entire line-up of Master of Science Courses will be in session during these dates

  • Tue
    10
    Jan
    2017
    Online Learning Platform

    Professor Jim Pasztor MPAS, MSF, CFP: The Department of Labor has implemented new rules and guidelines for advice given to retirement investors. How we have arrived at this juncture, and what it means for advisers in the future, is the main theme of this presentation. This webinar explores why trust in the financial services industry is still low relative to other industries, and how advisers can address this trust deficit. We will also discuss the legislation, regulations, and events have led up to this new fiduciary standard and what exactly the new standard is asking of advisers, and how this will impact their business model.

  • Tue
    17
    Jan
    2017
    Thu
    09
    Mar
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    17
    Jan
    2017
    Thu
    09
    Mar
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    17
    Jan
    2017
    Tue
    14
    Mar
    2017
    Adobe Connect Online

    Classes meet each Wednesday.

  • Mon
    23
    Jan
    2017
    Mon
    06
    Mar
    2017
    Adobe Connect Online

    This 40+ hour internet-based review begins roughly two months prior to each CFP® Certification Examination test date.

  • Mon
    06
    Feb
    2017
    Wed
    29
    Mar
    2017
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Tue
    07
    Feb
    2017
    Thu
    30
    Mar
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    14
    Feb
    2017
    Online Learning Platform

    Professor Mike Cates, MS, CFP: There are always legislative or judicial changes to the tax laws, and keeping abreast of these changes can be beneficial to both clients and planners. This session focuses on recent changes to the income tax laws and explores planning opportunities that may arise from these changes.

  • Tue
    21
    Feb
    2017
    Thu
    13
    Apr
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    21
    Feb
    2017
    Tue
    25
    Apr
    2017
    Adobe Connect Online

    Classes meet each Tuesday.

  • Wed
    22
    Feb
    2017
    Wed
    10
    May
    2017
    Adobe Connect Online

    Classes meet each Wednesday.

  • Mon
    27
    Feb
    2017
    Fri
    03
    Mar
    2017
    College for Financial Planning Campus

    This 5-day classroom-based review is held at the College’s Denver campus roughly a month prior to each CFP® Certification Examination test date.

  • Mon
    27
    Feb
    2017
    Wed
    19
    Apr
    2017
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Mon
    13
    Mar
    2017
    Wed
    03
    May
    2017
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Tue
    14
    Mar
    2017
    Online Learning Platform

    Professor Sam Van Why, MA, CLU, ChFC: For many Americans who are approaching retirement, or are already in retirement, the equity in their home may well be their largest asset. The equity in their homes can still be a substantial asset. This presentation will focus on different ways that equity in their home may be used within the retirement plan. These options range from selling the home and downsizing to a smaller residence, to using reverse mortgages.

  • Tue
    14
    Mar
    2017
    Thu
    04
    May
    2017
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Mon
    20
    Mar
    2017
    Sun
    14
    May
    2017
    College for Financial Planning

    Our entire line-up of Master of Science Courses will be in session during these dates

  • Wed
    22
    Mar
    2017
    Wed
    17
    May
    2017
    Adobe Connect Online

    Classes meet each Wednesday.

  • Tue
    11
    Apr
    2017
    Online Learning Platform

    Professor Jim Pasztor, MPAS, MSF, CFP The Department of Labor’s fiduciary standard became law on April 10, 2016. This webinar will help you gain a better understanding of the requirements of the new DOL fiduciary standard and how it will impact advisers, clients, and the industry as a whole. Detailed discussion will include the latest clarifications from the DOL, including the BIC Exemption, level-fee fiduciaries, sale of annuities, and the limits of the grandfather provision.

  • Tue
    11
    Apr
    2017
    Tue
    06
    Jun
    2017
    Adobe Connect Online

    Classes meet each Tuesday.

  • Thu
    04
    May
    2017
    Thu
    29
    Jun
    2017
    Adobe Connect Online

    Classes meet each Thursday.

  • Tue
    09
    May
    2017
    Adobe Connect Online

    This course satisfies CFP Board’s 2-hour Ethics continuing education requirement, and covers the following CFP Board-required topics:

    • Defining elements of the fiduciary standard
    • Determining when the fiduciary standard applies in a variety of financial planning contexts and scenarios
    • Determining if a CFP® professional is providing financial planning services or material elements of financial planning services
    • Explaining CFP Board’s compensation disclosure requirements to clients and prospective clients
    • Communicating any potential conflicts of interest to a client at the initiation of the client engagement.

    This 2-hour Code of Ethics Presentation qualifies for all of the College's professional designations as well as the CFP Certification. It runs from Noon until 2PM (Eastern Time).

  • Mon
    05
    Jun
    2017
    Sun
    30
    Jul
    2017
    College for Financial Planning

    Our entire line-up of Master of Science Courses will be in session during these dates

  • Tue
    13
    Jun
    2017
    Online Learning Platform

    Professor Cindy Shnaider, MSF: Everyone knows to buy assets low and sell them high, but due to loss aversion this often is not the case. Investors, on average, lose an estimated 30% of their possible returns due to loss aversion and other behavioral biases. Financial planners, without needing a degree in psychology, can bring value to clients when they recognize biases and are able to coach clients into healthy financial planning. This webinar explores money biases and strategies to help clients get past those money biases. The importance of a planner evaluating his or her own money biases will also be covered.

  • Tue
    08
    Aug
    2017
    Online Learning Platform

    Professor Craig Kinnunen, CFP: Exit planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. This session will provide the background for the wave of small business transfers that are expected to occur as a result of the baby boom generation continuing its journey into retirement. Further, it will introduce the financial adviser to concepts and strategies that will promote meaningful conversations with small business owner prospects and clients.

  • Mon
    14
    Aug
    2017
    Sun
    08
    Oct
    2017
    College for Financial Planning

    Our entire line-up of Master of Science Courses will be in session during these dates

  • Tue
    12
    Sep
    2017
    Online Learning Platform

    Professor Kirsten Waldrip, JD, LLM: Digital assets in an estate can be problematic. Most state and federal laws do not permit, and instead prohibit, fiduciaries from accessing the content of a decedent’s digital assets. In fact, if a fiduciary accesses an account without proper permissions, they can be charged with computer hacking. To remedy this, the Revised Uniform Fiduciary Access to Digital Assets Act has been introduced. Learn how this act and proper estate planning can protect fiduciaries.

  • Tue
    10
    Oct
    2017
    Online Learning Platform

    Professor Kristen MacKenzie, MBA, CFP, CRPC: The average cost of tuition and fees at a private, four-year university is running about $30,000 per year and has been rising almost six percent above the rate of inflation. Many families aspire for their children to earn a college degree yet these costs are prohibitive for the average family, especially when you consider competing goals such as planning for retirement. Fortunately, there is help! In this session we will discuss savings options, strategies for reducing your client’s education bill, and how to best take advantage of scholarships and financial aid.

  • Mon
    23
    Oct
    2017
    Sun
    17
    Dec
    2017
    College for Financial Planning

    Our entire line-up of Master of Science Courses will be in session during these dates

  • Tue
    14
    Nov
    2017
    Online Learning Platform

    Professor Tim Greer, MBA, CEBS, ChFC, CLU: Behavioral finance, the study of investor behavior, contradicts the long-standing economic theory that people are rational and will maximize their utility, that is, make decisions with the best financial outcome. This webinar will explore clients actions from a behavioral finance perspective and how that can inform a better risk tolerance score.

 

*All dates and times subject to change. Contact us at 1-800-237-9990 x 3 for details