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Course Schedule
All lectures are available in downloadable video and MP3 (audio) formats from a UMKC Blackboard site designed for the program. This will enable students to 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 2009 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 / DVD Distributions
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1/3/2009
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Program Start-up/Financial Calculators; Personal Financial Planning
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2/7/2009
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Personal Financial Planning Case Study; Tax 1 books distributed
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3/72009
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Tax 1: Individual Taxation Case Study
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4/4/2009
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Tax 2: Taxation of Business and Investments Case Study; Insurance and Risk Management books distributed
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5/2/2009
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Insurance and Risk Management Case Study; Retirement 1 books distributed
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6/6/2009
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Retirement 1: Retirement Needs Analysis and Qualified Plans Case Study
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7/11/2009
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Retirement 2: Individual Retirement Plans and Fringe Benefits Case Study; Investments book distributed
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8/8/2009
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Investments 1: Investment Analysis Case Study
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9/12/2009
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Investments 2: Investing in Equities and Mutual Funds Case Study; Estate Planning books distributed
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10/17/2009
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Estate Planning: Documents and Strategies Case Study
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11/14/2009
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Mock CFP® Exam Administered
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