Capstone Course in Financial Planning
| Course Number: | XCPD-025 |
| Related Programs: | Certificate in Financial Planning |
Course Description:
Participants are exposed to case analysis and integration of the six major areas of personal financial planning:
- Fundamentals of Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning
Course Objectives:
Upon completing this course, students will:
- Gain a firm grasp of financial planning comprehensive cases.
- Complete case analysis and integration of the six (6) major areas of personal financial planning (Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning and Estate Planning).
- Manage case scenarios for clients which includes but is not limited to:
- Case overview and breakdown of facts
- Identifying issues within case scenarios
- Analysis of client and financial situations
- Implement recommendations
Course Requirements:
Students must receive a "C" grade or above to pass this course. Please review the program policies here.
XCPD-025
Capstone Course in Financial Planning
| Semester Section |
Location | Tuition CEUs |
Class Meets | Faculty |
|---|---|---|---|---|
| Fall 2011 Section 01 | Clarendon 238 | $1250.00 3.00 CEUs | April 21, 2012 - May 19, 2012 4/21, 5/4, 5/5, 5/18, 5/19 Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 4:05 PM. First session begins at 1:00 pm Saturday. | Michael Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | ||||
| Spring 2012 Section 01 | Clarendon 238 | $1250.00 3.60 CEUs | August 24, 2012 - September 22, 2012 8/24, 8/25, 9/7, 9/8, 9/21, 9/22 Fri 5:10 PM - 8:45 PM Sat 8:15 AM - 4:05 PM | Michael Dalton |
| Please Note: This course is required for the Certificate in Financial Planning. | ||||