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
Online
Starting at $750.00
4 weeks
4.0 Credits

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.

Summer 2018 Schedule

These courses are fully online, and there are no in-person classroom meetings.

Available
-
358713
Fee:
$750.00
18 days left. Enroll by Sep 4, 2018
See Details
Notes
Enrollment limited; early enrollment advised.

No refund after Sept 7
Refund Deadline
No refunds after August 28, 2018
Course Requirements
Before each class you will be provided a Link by e-mail from Keir Educational Resources & you will use that link to purchase your textbooks for that particular course. Costs will average $85-$100 per textbook. You will also be provided with a UCLA Discount Code that you will use every time you purchase a textbook on-line for one of your classes. The Link & Discount Code are provided once you Enroll in the class. The earlier you enroll the sooner you receive the Link & Discount Code.

Contact Us

Our team members are here to help. Hours: Mon-Fri, 8am-5pm.
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