Personal Financial Planning Capstone

MGMT X 430.38

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.

READ MORE ABOUT THIS COURSE
Fall
Winter
Spring
Summer
Online
Starting at $865.00
As few as 11 weeks
4.0

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).
Prerequisites
Completion of the other seven required courses in the Personal Financial Planning Certificate.

Winter 2021 Schedule

Available Format(s):

These courses are fully online and have no regular meeting times.

Enrollment Closed
-
This section has no set meeting times.
Instructor: Dan Casey
377922
Fee:
$865.00
See Details
Notes

Prerequisites: Completion of the other seven required courses in the Personal Financial Planning Certificate.

Enrollment limited; early enrollment advised. Materials required. Internet required.

Refund Deadline
No refunds after January 10, 2021
Course Requirements
(Optional) Course syllabus not yet available

Available Format(s):

These courses are fully online and have no regular meeting times.

Future Offering (Opens February 01, 2021 12:00:00 AM)
-
This section has no set meeting times.
Instructor: Dan Casey
379521
Fee:
$865.00
See Details
Notes

Prerequisites: Completion of the other seven required courses in the Personal Financial Planning Certificate.

Enrollment limited; early enrollment advised. Internet access required. Materials required.

Refund Deadline
No refunds after April 02, 2021
Course Requirements
(Optional) Course syllabus not yet available

Contact Us

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