MGMT X 430.38 - Personal Financial Planning Capstone

Delivery Options In-Person

Course Description

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).

Course Outline

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.

Notes

Contact:
Philip Williams
pwilliams@unex.ucla.edu

Prerequisites

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

Applies Towards the Following Certificates

General Business Studies : Electives - Business Management
General Business Studies with Concentration in Accounting : Electives - Business Management
General Business Studies with Concentration in Entrepreneurship : Electives - Business Management
General Business Studies with Concentration in Finance : Electives - Business Management
General Business Studies with Concentration in International Trade and Commerce : Electives - Business Management
General Business Studies with Concentration in Leadership : Electives - Business Management
General Business Studies with Concentration in Marketing : Electives - Business Management
General Business Studies with Concentration in Real Estate : Electives - Business Management
Personal Financial Planning : Capstone Course
Study Abroad at UCLA Program : Required

Review Sections

MGMT X 430.38 - 398258

Personal Financial Planning Capstone

Summer 2024

In-Person

Available

Personal Financial Planning Capstone

Jun 25, 2024 to Sep 03, 2024

Discussion

6:30PM to 8:30PM

Jun 25, 2024 to Jul 30, 2024

Discussion

6:30PM to 8:30PM

Aug 06, 2024 to Sep 03, 2024

Schedule and Location

View Details

45.0

UCLA
Remote Classroom

In-Person

Standard credit (4 units)

$895.00

4 units

Jul 08, 2024

Jul 09, 2024 to Sep 03, 2024

Section Notes

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

This hybrid section is made up of In Person and Online instruction.

International Students: This hybrid section is considered In Person for immigration purposes.

Section Materials

Book (Mandatory) The Case Approach to Financial Planning: Bridging the Gap Between Theory and Practice (5th edition REVISED) National Underwriter ISBN 9781954096554
Book (Mandatory) PERSONAL FINANCIAL PLANNING THEORY & PRACTICE (12th) Kaplan ISBN 9781078829069
(Mandatory) Course syllabus not yet available.