08/25/2026
The Capstone course is where everything starts to feel real.
After building knowledge in investments, retirement planning, taxes, insurance, and estate strategies, students bring it all together by creating and presenting a comprehensive financial plan — the kind of work financial planners do every day with real clients.
Some students choose the instructor-led format for live guidance and collaboration. Others prefer the self-paced option that fits around work and family schedules.
Either way, the goal stays the same: helping students leave the program feeling prepared, confident, and ready for the CFP® exam and beyond.
Explore the curriculum: https://bit.ly/4fZLHYi