Financial Planning

Schedule & Fees


ID#
Program
Location

Tuition
12899
Executive Certificate in Financial Planning
CFP Board-Registered Education program. Graduates qualify for CFP exam. $100 discount if register and pay in full/loans approved by 12/23. Meets every other weekend--Friday evenings 6:00 PM to 9:35 PM and Saturdays 8:45 AM to 5:00 PM. Alternating weekends.
Starts 1/29/2010 and ends 9/25/2010
103C Erwin Mill- Bay C, Durham
$5400**

**Note: Books and Financial Calculator are not included in the tuition.
You should budget $1300 for books and $100 for calculator.

DURHAM CURRICULUM SCHEDULE: Spring 2010 - Printable Version

Fundamentals of Financial Planning & Insurance (48 Hours)

January 29, 6:00 p.m. – 9:35 4
January 30, 8:45 a.m. – 5:00 p.m. 8
February 12, 6:00 p.m. – 9:35 p.m. 4
February 13, 8:45 a.m. – 5:00 p.m. 8
February 26, 6:00 p.m. – 9:35 p.m. 4
February 27, 8:45 a.m. – 5:00 p.m. 8
March 12, 6:00 p.m. – 9:35 p.m. 4
March 13, 8:45 a.m. – 5:00 p.m. 8

Investments (36 Hours)

March 26, 6:00 p.m. – 9:35 p.m. 4
March 27, 8:45 a.m. – 5:00 p.m. 8
April 9, 6:00 p.m. – 9:35 p.m. 4
April 10, 8:45 a.m. – 5:00 p.m. 8
April 23, 6:00 p.m. – 9:35 p.m. 4
April 24, 8:45 a.m. – 5:00 p.m. 8

Tax (36 Hours)

May 7, 6:00 p.m. – 9:35 p.m. 4
May 8, 8:45 a.m. – 5:00 p.m. 8
May 21, 6:00 p.m. – 9:35 p.m. 4
May 22, 8:45 a.m. – 5:00 p.m. 8
June 4, 6:00 p.m. – 9:35 p.m. 4
June 5, 8:45 a.m. – 5:00 p.m.  8

Retirement (36 Hours)

June 18, 6:00 p.m. – 9:35 p.m. 4
June 19, 8:45 a.m. – 5:00 p.m 8
June 25, 6:00 p.m. – 9:35 p.m.* 4
June 26, 8:45 a.m. – 5:00 p.m.* 8
July 9, 6:00 p.m. – 9:35 p.m. 4
July 10, 8:45 a.m. – 5:00 p.m. 8

Estate (32 Hours)

July 23, 6:00 p.m. – 9:35 p.m. 4
July 24, 8:45 a.m. – 5:00 p.m. 8
August 6, 6:00 p.m. – 9:35 p.m. 4
August 7, 8:45 a.m. – 5:00 p.m. 8
August 20, 6:00 p.m. – 9:35 p.m. 4
August 21, 8:45 a.m. – 1:00 p.m. 4

Capstone (68 Hours)**

August 21, 1:00 p.m. – 5:00 p.m. 4
September 10, 6:00 p.m. – 9:35 p.m. 4
September 11, 8:45 a.m. – 5:00 p.m. 8
September 24, 6:00 p.m. – 9:35 p.m. 4
September 25, 8:45 a.m. – 5:00 p.m. 8

*While every effort is made to ensure that classes meet every other weekend, holidays and local events occasionally prevent this accommodation. An asterisk denotes weekends that class meets back-to-back.

**Please note that the Capstone Case Class is a total of 68 hours, which conprises 28 hours of in-class time plus 40 hours for case projects including outside meetings with instructor and student teams.