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
Hybrid (In-Person)
Starting at $895.00
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 by 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.

Spring 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Dan Casey
396819
Fee:
$895.00
Onlineformat icon
ENROLL BY: Apr 1, 2024
See Details
Notes

Enrollment limited. Early enrollment required. Internet access required. Materials required.

Refund Deadline
No refunds after April 05, 2024
Course Requirements
Course syllabus not yet available.

Summer 2024 Schedule

Date & Time
Details
Format
 
-
Tuesday 6:30PM - 8:30PM PT
Future Offering (Opens April 29, 2024 12:00:00 AM)
See Details
398258
Fee:
$895.00
Hybrid (In-Person)format icon
Location: Remote Classroom , UCLA
Notes

Enrollment limited. Early enrollment required. Internet access required. Materials required.

Refund Deadline
No refunds after July 08, 2024
Course Requirements
Schedule
Type
Date
Time
Location
Discussion
Tue Jun 25, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Tue Jul 2, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Tue Jul 9, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Tue Jul 16, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Tue Jul 23, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Tue Jul 30, 2024
6:30PM PT - 8:30PM PT
UCLA
Dodd Hall 167
Discussion
Tue Aug 6, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Tue Aug 13, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Tue Aug 20, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Tue Aug 27, 2024
6:30PM PT - 8:30PM PT
Remote Classroom
Discussion
Tue Sep 3, 2024
6:30PM PT - 8:30PM PT
Remote Classroom

Contact Us

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

This course applies towards the following certificates & specializations…

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