Financial Plan Development and Presentation Course

MGMT X 430.516

The course will require students to perform all functions of the financial planning process and apply the CFP Board’s Practice Standards.

READ MORE ABOUT THIS COURSE

Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.

What you can learn.

  • Learn to develop a financial plan presentation and practice presentations
  • Become comfortable with the soft skills required for effective communication of a financial plan

About this course:

This course will require students to synthesize and apply elements of comprehensive financial planning. The course will require students to perform all functions of the financial planning process and apply the CFP Board's Practice Standards.

Contact Us

Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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