Certified Financial Planner Program Schedule

Kaplan College Financial Education

Online and In-Person Course options Available!

The Pamplin School of Business in a partnership with Kaplan University School of Professional and Continuing Education are providing the Executive Certificate in Financial Planning via online, hybrid and in-person course format options.

September 2020 - May 2021 Schedule

Courses begin in September. 

511 - General Financial Planning Principles, Professional Conduct, and Regulation;
512 - Risk Management, Insurance, and Employee Benefits (48 Hours)
September 11, 5:30 PM – 9:45 PM
September 12, 9:00 AM – 5:00 PM
September 18, 5:30 PM – 9:45 PM
September 19, 9:00 AM – 5:00 PM
October 2, 5:30 PM – 9:45 PM
October 3, 9:00 AM – 5:00 PM
October 16, 5:30 PM – 9:45 PM
October 17, 9:00 AM – 5:00 PM

513 - Investment Planning (36 Hours)
November 6, 5:30 PM – 9:45 PM
November 7, 9:00 AM – 5:00 PM
November 20, 5:30 PM – 9:45 PM
November 21, 9:00 AM – 5:00 PM
December 4, 5:30 PM – 9:45 PM
December 5, 9:00 AM – 5:00 PM

515 - Retirement Savings and Income (36 Hours)
January 8, 5:30 PM – 9:45 PM
January 9, 9:00 AM – 5:00 PM
January 22, 5:30 PM – 9:45 PM
January 23, 9:00 AM – 5:00 PM
February 5, 5:30 PM – 9:45 PM 
February 6, 9:00 AM – 5:00 PM

514 - Tax Planning (36 Hours)
February 12, 5:30 PM – 9:45 PM
February 13, 9:00 AM – 5:00 PM
February 26, 5:30 PM – 9:45 PM
February 27, 9:00 AM – 5:00 PM
March 12, 5:30 PM – 9:45 PM
March 13, 9:00 AM – 5:00 PM

516 - Estate Planning (36 Hours)
March 19, 5:30 PM – 9:45 PM
March 20, 9:00 AM – 5:00 PM
April 9, 5:30 PM – 9:45 PM
April 10, 9:00 AM – 5:00 PM
April 23, 5:30 PM – 9:45 PM
April 24, 9:00 AM – 5:00 PM

517 - Capstone Case Course in Financial Planning (36 Hours)**
April 30, 5:30 PM – 9:45 PM
May 1, 9:00 AM – 5:00 PM
May 7, 5:30 PM – 9:45 PM
May 8, 9:00 AM – 5:00 PM
May 21, 5:30 PM – 9:45 PM
May 22, 9:00 AM – 5:00 PM


** Please note that the Capstone Case Class is a total of 45 hours, which constitutes 36 hours of in class time plus 9 hours for case projects including outside meetings with instructor and student team