Personal Financial Planning Capstone
This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.
What you can learn.
- Review the financial planning CFP® Board topics, including ethics and principles of communication and counseling
- Apply the process and techniques for preparing and presenting a financial plan
- Meet the course requirements for the CFP Board education standards
About this course:
This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial planning CFP(r) Board topics, including ethics and principles of communication and counseling. Classes also review/apply the process and techniques for preparing and presenting a financial plan in an environment of non-liability. This course fully meets the financial plan development course requirement to CFP Board's education standards, effective January 1, 2012. This course may also be taken by individuals who plan to sit for the CFP Examination on a "challenge status" (e.g., CPA, JD, CFA(r), ChFC, CLU).It is advisable that you complete the following (or equivalent) since they are prerequisites for Personal Financial Planning Capstone.
Winter 2020 Schedule
Available Format(s):
These courses are fully online, and there are no in-person classroom meetings.
Prerequisite: Successful completion of all other seven courses in the certificate program.
Enrollment limited; early enrollment advised. Materials required.
Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship, which is awarded each academic quarter to offset course fees for MGMT X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship underwrites the full cost of the course. For more information call (310) 825-7728. Course requirements include each student to produce an online video presentation of a financial plan using digital media.
Contact Us
This course applies towards the following certificates & specializations…
Corporate Education
Learn how we can help your organization meet its professional development goals and corporate training needs.
Donate to UCLA Extension
Support our many efforts to reach communities in need.