• "Create a Comprehensive Financial Plan" (150 Standard Pathway Experience Hours)

• February 2026: Special Needs Planning + CoastFI Case Study (50)

• January 2026: Serving Military Families + Special Needs Planning (50)

• December 2025: Impact Investing + Elf Financial Planning (50)

• November 2025: Year-End Tax Planning (50)

• October 2025: Student Loans + Self-Publishing + Retire Often (50)

• September 2025: Retirement Case Study + College Prep + Career Coaching (50)

• August 2025: Millennial Case Study + Retirement Income Guardrails (50)

• July 2025: Credit Card Opportunities + Michael Kitces (50)

• June 2025: The Robertson Case Study (50)

• May 2025: Equity Compensation + Portfolio Construction (50)

• April 2025: Tax Preparation + Counseling + Coaching (50)

• March 2025: Estate Planning + Multi-Generational Money Conversations (50)

• February 2025: Real Estate + Special Needs Planning (50)

• January 2025: Financial Planning Limits 2025 + Planning Software (50)

• December 2024: ESOPs + Home Alone Case Study (50)

• November 2024: Health Insurance + Financial Planning Biases (50)

• October 2024: Cheryl & John's Meetings + SE Income (50)

• September 2024: Bonds + Cheryl & John's Meetings (50)

• August 2024: Rick & Jean's Plan Presentation (50)

• July 2024: Jamie's Plan Presentation + Rick & Jean Pt. 2 (50)

• June 2024: Jamie's 2nd Meeting + Income Analysis (50)

• May 2024: Financial Planning Intro Meetings (50)