CFP Program: Executive Schedule Pathway

Executive Schedule Program Overview

This cohort option follows the accelerated pathway and is designed for professionals seeking structured, paced progression through all of the CFP Board's coursework requirement. The classes should be taken in the order listed on the schedule below. 

Program Specifics:

• Program Length: ~11 months to complete the coursework requirement
• # Classes to Attend: 42 (15 Fridays and 27 Saturdays)
• Cost: $5,845 (includes tuition for all classes, course materials, and CFP Submission Fee.)
  • Students will purchase a financial calculator.
  • Pay as you go pricing available.

What's included:

• Live online class sessions via Zoom
• Complete course materials set (NU Textbooks and Zahn Workbook)
• Student Platform Access 
• Capstone project support
• Access to CFP certified faculty who are professionals working in the field and bring real-world context into the classroom to improve learning comprehension.

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2026 - 2027 Executive Schedule Cohort Details

• Dates Overall: May 29, 2026 - March 13, 2027 (Fridays & Saturdays)
• When Will I Test: This program prepares you to take the CFP Exam in the July 2027 exam window or later.
• Overall Cost: $5,845 is the total price you pay for all seven classes, and the course materials (physical textbooks and workbooks) are included in that price. The only additional expense is for a financial calculator. Pay as you go available.
• Cost Breakdown: $800 per class for FP100 through FP600; $850 for Capstone (FP700); 
  $195 CFP Board Submission Fee is added to the last invoice.

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Class Rhythm 

Classes FP100 - FP600: Each class meets 6 sessions over four weeks on Friday evenings and Saturdays. 

• Weeks 1 - 2: Friday (5:30 - 9:30 PM CT) & Saturday (8:30 AM - 5:30 PM CT)
• Weeks 3 - 4: Saturday Only (8:30 AM - 5:30 PM CT)

Class FP700: Capstone meets 6 sessions over three weeks on Fridays (5:30 - 9:30 PM CT) and Saturdays (8:30 AM - 5:30 PM CT). Students are expected to attend all sessions.

Click here to download this schedule. 

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Cohort Schedule:

FP100: General Principles: May 29 - June 20, 2026

• Week 1: Friday, May 29 & Saturday, May 30
• Week 2: Friday, June 5 & Saturday, June 6
• Week 3: Saturday, June 13
• Week 4: Saturday, June 20

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FP200: Insurance Planning: July 10 - August 1, 2026

• Week 1: Friday, July 10 & Saturday, July 11
• Week 2: Friday, July 17 & Saturday, July 18
• Week 3: Saturday, July 25
• Week 4: Saturday, August 1

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FP300: Investment Planning: August 21 - September 19, 2026

• Week 1: Friday, August 21 & Saturday, August 22
• Week 2: Friday, August 28 & Saturday, August 29
• Week 3: Saturday, September 12
• Week 4: Saturday, September 19

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FP400: Psychology & Tax: October 16 - November 7, 2026

• Week 1: Friday, October 16 & Saturday, October 17
• Week 2: Friday, October 23 & Saturday, October 24
• Week 3: Saturday, October 31
• Week 4: Saturday, November 7

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FP500: Retirement Planning: December 4, 2026 - January 9, 2027

• Week 1: Friday, December 4 & Saturday, December 5
• Week 2: Friday, December 11 & Saturday, December 12
• Week 3: Saturday, December 19
  • Holiday Break: December 20, 2026 - January 8, 2027
• Week 4: Saturday, January 9, 2027

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FP600: Estate Planning: January 15 - February 6, 2027

NOTE: Students must attend all classes or take this class in the on-demand program.

• Week 1: Friday, January 15 & Saturday, January 16
• Week 2: Friday, January 22 & Saturday, January 23
• Week 3: Saturday, January 30
• Week 4: Saturday, February 6

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FP700: CFP Capstone: February 26 - March 13, 2027

NOTES:

1. Students must attend all classes or take this class in the on-demand program.
2. The first six classes must be completed before taking the final class: CFP Case Study / Capstone (FP700).

• Week 1: Friday, February 26 & Saturday, February 27
• Week 2: Friday, March 5 & Saturday, March 6
• Week 3: Friday, March 12 & Saturday, March 13