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
    25
    Apr
    2016
    Wed
    22
    Jun
    2016
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Mon
    25
    Apr
    2016
    Wed
    20
    Jul
    2016
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Thu
    28
    Apr
    2016
    Thu
    23
    Jun
    2016
    Adobe Connect Online

    Classes meet each Thursday.

  • Mon
    02
    May
    2016
    Wed
    29
    Jun
    2016
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Tue
    03
    May
    2016
    Thu
    23
    Jun
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    03
    May
    2016
    Thu
    23
    Jun
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    03
    May
    2016
    Tue
    28
    Jun
    2016
    Adobe Connect Online

    Classes meet each Tuesday.

  • Mon
    09
    May
    2016
    Mon
    11
    Jul
    2016
    Adobe Connect Online

    Classes meet each Monday.

  • Tue
    10
    May
    2016
    Thu
    07
    Jul
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Mon
    16
    May
    2016
    Mon
    27
    Jun
    2016
    Adobe Connect Online

    Delivered via our online virtual classroom, this interactive review meets online 3 times per week for 5 weeks.

  • Wed
    25
    May
    2016
    Wed
    20
    Jul
    2016
    Adobe Connect Online

    Classes meet each Wednesday.

  • Mon
    06
    Jun
    2016
    Sun
    31
    Jul
    2016
    College for Financial Planning

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

  • Tue
    07
    Jun
    2016
    Thu
    28
    Jul
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    14
    Jun
    2016
    Adobe Connect Online

    Professor Kristen MacKenzie: Retirement can be a time of great uncertainty, especially for those who aren’t emotionally ready for it. Because it is harder to “unretire” than it is to make a well-thought-out decision about retiring in the first place, this webinar will discuss how to help your clients through this decision process. We will examine the emotional transition to retirement, including a discussion of part-time employment and how it offers many retirees the opportunity to stay productive, achieve a sense of accomplishment, and even remain socially engaged, all while transitioning to an eventual full retirement. We will also explore ways to make semi-retirement work for clients who wish to work part-time strategies for managing both.

  • Thu
    16
    Jun
    2016
    Thu
    11
    Aug
    2016
    Adobe Connect Online

    Classes meet each Thursday.

  • Mon
    20
    Jun
    2016
    Fri
    24
    Jun
    2016
    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
    Jun
    2016
    Wed
    20
    Jul
    2016
    Adobe Connect Online

    This is for AAMS graduates who are interested in obtaining the AWMA designation. It builds on familiar knowledge and only covers new topic areas. Classes meet each Monday & Wednesday.

    Important note to all AAMS students and graduates: In the Fall of 2016 the College will be unveiling an all-new AWMA curriculum that no longer mirrors any of the AAMS course content.
    The AWMA Challenger program will be discontinued at that time.
    If you are interested in pursuing the AWMA designation via the AWMA® Challenger, the program will be available to you through 9/06/16 for only $590.* This online class is the last time the program will be offered as well.
    Please contact us at 1-800-237-9990 x 3 if you have any questions.

  • Tue
    05
    Jul
    2016
    Thu
    01
    Sep
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    05
    Jul
    2016
    Thu
    29
    Sep
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Mon
    11
    Jul
    2016
    Wed
    31
    Aug
    2016
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Tue
    12
    Jul
    2016
    Adobe Connect Online

    Professor Kirsten Waldrip: Only millionaires need estate planning, right? Wrong! With the estate tax exclusion amount being at $5.45 million in 2016, a small minority of people require estate planning for transfer tax purposes. However, this does not mean that estate planning is no longer necessary. On the contrary, the focus of estate planning for the “average Joe” has shifted to income tax planning, properly disposing of your estate, and wealth preservation. This webinar will discuss how to recognize and plan for income tax and non-tax estate planning goals and planning techniques to accomplish those goals.

  • Wed
    13
    Jul
    2016
    Wed
    07
    Sep
    2016
    Adobe Connect Online

    Classes meet each Wednesday.

  • Tue
    19
    Jul
    2016
    Tue
    04
    Oct
    2016
    Adobe Connect Online

    Classes meet each Tuesday.

  • Mon
    08
    Aug
    2016
    Wed
    28
    Sep
    2016
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Tue
    09
    Aug
    2016
    Adobe Connect Online

    Professor Cindy Shnaider: Middle-income retirees (those with incomes from $30,000 to $100,000) will, on average, retire with less than $100,000 in their retirement accounts—and some with no retirement savings at all. This lack of savings will require middle-income retirees to be more dependent on Social Security, equity in their homes, and working later into retirement. But does this constitute a crisis, and what solutions can be offered to these clients to counteract the grim statistics? This webinar will discuss some possible options for middle-income retirees, including budgeting, working later into retirement, and addressing income gaps.

  • Mon
    15
    Aug
    2016
    Sun
    09
    Oct
    2016
    College for Financial Planning

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

  • Thu
    18
    Aug
    2016
    Thu
    13
    Oct
    2016
    Adobe Connect Online

    Classes meet each Thursday.

  • Tue
    06
    Sep
    2016
    Thu
    29
    Sep
    2016
    Adobe Connect Online

    This is for AAMS graduates who are interested in obtaining the AWMA designation. It builds on familiar knowledge and only covers new topic areas. Classes meet each Tuesday & Thursday.

    Important note to all AAMS students and graduates: In the Fall of 2016 the College will be unveiling an all-new AWMA curriculum that no longer mirrors any of the AAMS course content.
    The AWMA Challenger program will be discontinued at that time.
    If you are interested in pursuing the AWMA designation via the AWMA® Challenger, the program will be available to you through 9/06/16 for only $590.* This online class is the last time the program will be offered as well.
    Please contact us at 1-800-237-9990 x 3 if you have any questions.

  • Mon
    12
    Sep
    2016
    Wed
    02
    Nov
    2016
    Adobe Connect Online

    Classes meet each Monday & Wednesday.

  • Tue
    13
    Sep
    2016
    Adobe Connect Online

    Professor Tim Greer: Many clients have unconsciously retained risk by being unaware of insurance limitations. This webinar will take a look at common pitfalls that surface with the employment of household employees. Topics covered will include:
    • Liability exposures
    • Workers’ compensation – is it required?
    • Employment practice liability exposures
    The second part of the webinar will review common exposures a client faces while participating in a charitable endeavor and serving on a board of directors/trustees. This session will not make you an expert in these areas, but will allow you to recognize issues a client might need to address with their insurance professional.

  • Tue
    13
    Sep
    2016
    Thu
    03
    Nov
    2016
    Adobe Connect Online

    Classes meet each Tuesday & Thursday.

  • Tue
    13
    Sep
    2016
    Tue
    08
    Nov
    2016
    Adobe Connect Online

    Classes meet each Tuesday.

  • Mon
    19
    Sep
    2016
    Fri
    28
    Oct
    2016
    Adobe Connect Online

    Delivered via our online virtual classroom, this interactive review meets online 3 times per week for 5 weeks.

  • Thu
    22
    Sep
    2016
    Thu
    17
    Nov
    2016
    Adobe Connect Online

    Classes meet each Thursday.

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

    Classes meet each Monday.

  • Tue
    11
    Oct
    2016
    Adobe Connect Online

    Professor Jason Hovde: The study of investor behavior is known as behavioral finance, and it has been gaining in momentum and importance. While traditional finance assumes that all investors are rational, behavioral finance takes into account the behavioral biases that can often taint an investor’s otherwise rational decision-making process. In this webinar you will learn how to identify and address various irrational biases in order to better understand and serve your clients.

  • Mon
    17
    Oct
    2016
    Fri
    21
    Oct
    2016
    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
    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
    01
    Nov
    2016
    Tue
    27
    Dec
    2016
    Adobe Connect Online

    Classes meet each Tuesday.

  • Tue
    08
    Nov
    2016
    Adobe Connect Online

    Professor Jim Pasztor: Oftentimes portfolio management is handled as a standalone process, and is not really integrated into the entire financial planning process. If a client’s main focus is on short-term portfolio performance, then the adviser has not done an adequate job educating the client as to how portfolio management fits into the big picture of their overall financial plan. This webinar will help advisers position portfolio management as just one “piece” of the financial planning “pie,” and help both the adviser and client focus less on what the market is doing, especially in the short run, and more on the importance of a thoughtful overall portfolio management strategy as part of the client’s “big picture” financial plan.

  • 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

  • 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

  • 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

  • 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

  • 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

 

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