Schedule
On-site experiences are essential to this program. They create a sense of community and networking among cohorts, allows for hands-on application of financial planning and counseling tools, and create career opportunities among the firms that sponsor residency dinners. Each on-site experience includes leadership dinners where students will be exposed to industry trends, practitioner knowledge, insights, potential employment opportunities and industry-specific leadership lessons.
Required in-person dates for 2023-24:
- Aug. 17-20, 2023
- Jan. 6-8, 2024
- June 1-9, 2024
Required in-person dates for 2024-25:
- Aug. 22-25, 2024
- Jan. 10-12, 2025
- June 3-8, 2025
M.S. in Financial Planning - 30 credits (for those with no CFP certification)
Summer 2024
| FP 560 Capstone in Financial Planning* | May 20 - June 28 (in-person intensive on campus in North Spokane; June 1-9) |
Online with intensive |
3 |
Fall 2024
| Course | Course Dates | Modality | Credits |
|---|---|---|---|
| FP 540 Financial Counseling* | Aug. 19-Sept. 27 (in-person intensive downtown Spokane; Aug. 22-25) |
Online with intensive |
3 |
| FP 545 Tax Planning* | Sept. 30-Nov. 8 | Online | 3 |
| FP 543 Retirement Planning & Employee Benefits* | Nov. 11-Dec. 20 | Online | 3 |
Spring 2025
| FP 550 Wealth Management I* | Jan. 6-Feb. 14 (in-person intensive downtown Spokane; Jan. 10-12) |
Online with intensive |
3 |
| FP 553 Wealth Management II* | Feb. 17-March 28 | Online | 3 |
| FP 558 Estate Planning* | March 31-May 9 | Online | 3 |
Summer 2025
| FP 560 Capstone in Financial Planning* | May 18 - June 27 (in-person intensive on campus in North Spokane; June 3-8) |
Online with intensive |
3 |
* Course requires an on-site intensive in Spokane, Wash.
All required courses are necessary for eligibility to site for the CFP exam.