Temple University Ambler
580 Meetinghouse Rd. Ambler PA 19002

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CAPSTONE CASE COURSE IN FINANCIAL PLANNING

Dates:November 22 - December 21, 2013
Meets:F - 6:00 PM to 9:35 PM Sa - 8:45 AM to 5:00 PM, 6 sessions
Location:Temple University Center City (TUCC)
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.

   


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