Personal Financial Planning Capstone

Average rating: Rating: 4.5/5

MGMNT X 430.38

4.00 units

Reg. # Status Location Start Date Qtr/Yr Through 2/29 After 2/29
264113W Open WestwoodWestwood: 114A Extension Gayley Center 1145 Gayley Ave.
3/29/2016 SP 16 $655 $715 Add to Cart

42 hours of MCLE credit available. Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship which is awarded each academic quarter to offset course fees for X 430.38 Personal Financial Planning Capstone (classroom or online). The scholarship will underwrite the full cost of the course. For more information call (310) 825-7728.

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 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. A grade of "B" or better is required to pass this course and obtain the certificate. 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®, ChFC, CLU).

Prerequisite: Completion of the other seven required courses in the Personal Financial Planning Certificate.

Required course in the Personal Financial Planning Certificate.

For More Information, please contact the Course Coordinator:

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