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.

Fall 2021 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Available
See Details
Instructor: Dan Casey
382981
Fee:
$865.00
Onlineformat icon
ENROLL BY: Sep 20, 2021
See Details
Notes

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

Refund Deadline
No refunds after September 24, 2021
Course Requirements
Course syllabus not yet available.

Contact Us

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