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.
Fall
Winter
Spring
Summer
Remote Instruction
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.
Spring 2020 Schedule
Available Format(s):
These courses meet regularly and are fully online. Click “See Details” below for more information.
Available
-
Wednesday 6:00PM PDT - 9:45PM PDT
Location:
Online
Instructor:
Patricia Hausknost, Michael Hausknost
372876
Fee:
$865.00
Still accepting enrollments
Notes
Enrollment limited. Visitors not permitted. Internet access required. Materials required.
Refund Deadline
No refunds after April 14, 2020
Course Requirements
Book:
Case Approach To Financial Planning (4th Edition)
by Grable
National Underwriter
ISBN 9781949506358
(Optional)
Course syllabus not yet available.
Schedule
Type
Date
Time
Location
Lecture
Wed Apr 1, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed Apr 8, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed Apr 15, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed Apr 22, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed Apr 29, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed May 6, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed May 13, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed May 20, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed May 27, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed Jun 3, 2020
6:00PM PDT - 9:45PM PDT
Online
Lecture
Wed Jun 10, 2020
6:00PM PDT - 9:45PM PDT
Online
Contact Us
Speak to a program representative. Hours: Mon-Fri, 8am-5pm.
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.