Personal Financial Planning Capstone

Average rating: Rating: 4.5/5

MGMNT X 430.38

4.00 units

Reg. # Status Location Start Date Qtr/Yr Fee
265857W Open online 6/22/2016 SU 16 $685 Add to Cart

42 hours of MCLE credit available. ( NOTE: UCLA Extension's application for renewal of approved provider status is pending with the California State Bar. When we are notified of a decision, we will inform all enrollees.) 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. Course requirements include each student to produce an online video presentation of a financial plan using digital media.

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 nonliability. 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). For technical requirements click here.

Prerequisite: Completion of the other seven required courses in the Personal Financial Planning Certificate with a grade of "C" or better.

Required course in the Personal Financial Planning Certificate.

For More Information, please contact the Course Coordinator:

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