CFP® Course Schedule
WFSI course sequencing and tentative class schedules.
Both onsite and online courses are offered. A listing of onsite courses are below. Information on the Online Executive Certificate in Financial Planning can be found by going to this web site.
Students are required to start with 615 or 616 (can be waived if CFP Board has approved courses that have been taken elsewhere).
The 6 course sequence (615, 616, 617, 618, 619, 620) fulfills the 180 hours required by the CFP® for education from a registered education program.
Recommended Sequence for starting the Course: (if you are NOT completing the entire program you may start at any time)
## WFSI 630 Online Review, to be taken after coursework is completed, is offered in February and June. ##
| Fall | Spring | Summer | Fall | Spring | Summer | Fall | |
|---|---|---|---|---|---|---|---|
| Fall start (Sept) |
615 Financial Planning, Risk & Insurance |
616 Employee Benefits & Retirement Planning |
617 Investment Planning |
618 Income Tax Planning |
619 Estate Planning |
620 Case Studies in Financial Planning |
|
| FOR COURSE DESCRIPTIONS, CLICK HERE. |
|||||||
| Spring start (Feb) |
616 Employee Benefits & Retirement Planning |
615 Financial Planning, Risk & Insurance |
618 Income Tax Planning |
619 Estate Planning |
617 Investment Planning |
620 Case Studies in Financial Planning |
|
## WFSI 630 Online Review, to be taken after coursework is completed, is offered in February and June. ##
Certified Financial Planner Courses - WFSI
UW Oshkosh College of Business
800 Algoma Blvd
Oshkosh, WI 54901
