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
| 2026-27 |
| Aug. 21-23 (9 a.m.-5 p.m. each day, U-District campus) |
| Jan. 8-10 (9 a.m.-5 p.m. each day, U-District campus) |
| June TBA (9 a.m.-5 p.m. each day, north campus) |
M.S. in Financial Planning - 30 credits (for those with no CFP certification)
Fall 2026
| Course | Course Dates | Modality | Credits |
|---|---|---|---|
| FP 540 Financial Counseling* | Aug. 17-Sept. 25 (in-person intensive in downtown Spokane; Aug. 21-23, 9 a.m.-5 p.m.) |
Online with intensive |
3 |
| FP 543 Retirement Planning & Employee Benefits* | Sept. 28-Nov. 6 | Online | 3 |
| FP 545 Tax Planning* | Nov. 9-Dec. 18 | Online | 3 |
Spring 2027
| FP 550 Wealth Management I* | Jan. 4-Feb. 12 (in-person intensive in downtown Spokane; Jan. 8-10, 9 a.m.-5 p.m.) |
Online with intensive |
3 |
| FP 553 Wealth Management II* | Feb. 15-March 25 | Online | 3 |
| FP 558 Estate Planning* | March 30-May 7 | Online | 3 |
Summer 2027
| FP 560 Capstone in Financial Planning* | May 24-July 2 (in-person intensive on campus in north Spokane; June TBA, 9 a.m.-5 p.m.) |
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.