CAPSTONE CASE COURSE IN FINANCIAL PLANNING

Dates:May 2-31, 2014
Meets:F from 6 to 9:35 PM Sa from 8:45 AM to 5 PM, 6 sessions
Location:TEMPLE UNIVERSITY CENTER CITY
Fee: $0.00

There are still openings remaining at this time.


Course Description

Students will examine the financial condition of individuals or families in a real-world application of the financial planning topics that have been covered in the previous five courses. Students will have the opportunity to develop a financial plan and present their recommendations.

The course is an excellent preparation tool for professionals entering the field and for case-type questions on the CFP Certification Examination.

** Please note that the Capstone Case Class is a total of 45 to 49 hours which constitutes 36 hours of in class time plus 9 to 13 hours for case projects including outside meetings with instructor and student teams and online instruction.