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Course Schedule
All lectures are available in downloadable video and MP3 formats so that students can watch/listen to the course material when their schedules permit. On one Saturday each month, Randy Gardner facilitates a live interactive dialogue/case study to reinforce the principles from the audio/video lectures and textbooks for approximately 3 1/2 hours
This downloadable video/case study approach allows students to progress at their own pace, possibly finishing in less than 2 months, or following the recommended pace and completing the program in 10 months. Monthly testing is conducted online using UMKC's Blackboard system.
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Recommended Pace to Sit For the November 2008 CFP® Certification Exam
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Meeting DateSaturday, 8:30 a.m. - Noon Bloch School Room 08
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Case Study Topic / Video Availability
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1/5/2008
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Program Start-up/Financial Calculators; Personal Financial Planning videos available
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2/2/2008
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Personal Financial Planning Case Study; Tax 1 videos available
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3/1/2008
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Tax 1: Individual Taxation Case Study; Tax 2 videos available
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4/5/2008
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Tax 2: Taxation of Business and Investments Case Study; Insurance and Risk Management videos available
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5/3/2008
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Insurance and Risk Management Case Study; Retirement 1 videos available
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6/7/2008
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Retirement 1: Retirement Needs Analysis and Qualified Plans Case Study; Retirement 2 videos available
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7/12/2008
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Retirement 2: Individual Retirement Plans and Fringe Benefits Case Study; Investments 1 videos available
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8/9/2008
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Investments 1: Investment Analysis Case Study; Investments 2 videos available
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9/6/2008
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Investments 2: Investing in Equities and Mutual Funds Case Study; Estate Planning videos available
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10/11/2008
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Estate Planning: Documents and Strategies Case Study
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11/8/2008
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Mock CFP® Exam Administered
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