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
Starting at $865.00
As few as 12 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 2020 Schedule

Available Format(s):

Hybrid courses have both regular remote meeting times and online instruction. Click “See Details” for more information.

Available
-
Tuesday 6:30PM PT - 8:45PM PT
Location: Online
Instructor: Dan Casey
376178
Fee:
$865.00
9 days left. Enroll by Sep 29, 2020
See Details
Notes

Enrollment limited. Visitors not permitted. Internet access required. Materials required. No meeting November 24th.

Refund Deadline
No refunds after October 12, 2020
Course Requirements
(Optional) Course Syllabus
Schedule
Type
Date
Time
Location
Lecture
Tue Sep 29, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Oct 6, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Oct 13, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Oct 20, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Oct 27, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Nov 3, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Nov 10, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Nov 17, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Dec 1, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Dec 8, 2020
6:30PM PT - 8:45PM PT
Online
Lecture
Tue Dec 15, 2020
6:30PM PT - 8:45PM PT
Online

Contact Us

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