Please note: This accelerated course is restricted to students in the Personal Financial Planning: Accelerated Online certificate program only.
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.
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.
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
This course applies towards the following certificates & specializations…
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