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
Hybrid (In-Person)
Online
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.

Fall 2023 Schedule

Date & Time
Details
Format
 
-
Wednesday 6:00PM - 9:00PM PT
Enrollment Closed
See Details
Instructor: Steve Minihan
394037
Fee:
$895.00
Hybrid (In-Person)format icon
Location: UCLA , Remote Classroom
Notes

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

Refund Deadline
No refunds after October 10, 2023
Course Requirements
Schedule
Type
Date
Time
Location
Discussion
Wed Sep 27, 2023
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Discussion
Wed Oct 4, 2023
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Discussion
Wed Oct 11, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Discussion
Wed Oct 18, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Discussion
Wed Oct 25, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Discussion
Wed Nov 1, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Discussion
Wed Nov 8, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Discussion
Wed Nov 15, 2023
6:00PM PT - 9:00PM PT
Remote Classroom
Discussion
Wed Nov 29, 2023
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Discussion
Wed Dec 6, 2023
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167
Discussion
Wed Dec 13, 2023
6:00PM PT - 9:00PM PT
UCLA
Dodd Hall 167

Winter 2024 Schedule

Date & Time
Details
Format
 
-
This section has no set meeting times.
Future Offering (Opens November 06, 2023 12:00:00 AM)
See Details
Instructor: Dan Casey
395406
Fee:
$895.00
Onlineformat icon
Notes

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

Refund Deadline
No refunds after January 12, 2024
Course Requirements

Contact Us

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

This course applies towards the following certificates & specializations…

Ready to start
your future?
By signing up, you agree to UCLA Extension’s Privacy Policy.

vector icon of building

Corporate Education

Learn how we can help your organization meet its professional development goals and corporate training needs.

Learn More

vector icon of building

Donate to UCLA Extension

Support our many efforts to reach communities in need.

Innovation Programs

Student Scholarships

Coding Boot Camp

Lifelong Learning