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

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.


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.