Financial Planning Academy
Master calendar-based budgeting and seasonal finance management through our comprehensive 12-month certification program starting September 2025
Apply for September 2025Real-World Financial Calendar Skills
Our program teaches you to think in financial seasons. You'll learn how successful businesses and individuals map their money decisions to calendar patterns — from quarterly tax planning to holiday expense management.
Most people budget month by month. But smart financial planning works in cycles. Holiday seasons, tax deadlines, annual renewals — they all create predictable patterns you can master.
- Quarterly business planning and cash flow forecasting
- Personal seasonal budgeting strategies
- Tax calendar optimization and preparation timing
- Holiday and vacation expense planning
- Annual goal setting with monthly milestones
- Emergency fund scheduling and automation
By graduation, you'll have built actual financial calendars for yourself and practice clients. No theory — just practical tools you can use immediately.
Your Learning Journey
Three focused phases that build your expertise step by step — from basic calendar concepts to advanced financial planning mastery
Foundation Phase
Learn calendar-based thinking and basic financial cycles. We start with your own money habits and build understanding of how time affects financial decisions.
Application Phase
Practice with real scenarios — business quarterly planning, family budget cycles, and seasonal expense management. You'll work with actual case studies from our network.
Mastery Phase
Design complete financial calendar systems for different client types. Present your capstone project to our advisory board and graduate with portfolio pieces.
Learn from Practicing Professionals
Our instructors currently manage millions in assets and run successful financial planning practices. They teach the methods they actually use with clients — not outdated textbook theories.
Next Cohort: September 2025
Evening classes twice weekly, with Saturday workshops once monthly. Program runs 12 months with summer break in July-August 2026.
Schedule Your Interview