MGMT X433.21
Personal Financial Planning Practicum
A required course in the Personal Financial Planning Certificate Program.
Learn how to apply the knowledge acquired from the required Personal Financial Planning curriculum to create a complete financial plan from the ground up. Client counseling, data gathering, presentation, and implementation of financial plans will be explored.
Course
Approximate Tuition
$950
Format
Online Live
Duration
12 Weeks
Total Units
4.5
WINTER 2026
Fee
$950
Dates
1/5/2026 - 3/29/2026
Format
Online Live
Reg#
00173
Event ID
MGMT X433.21
Units
4.5
Quarter
winter 2026
Class Schedule
| Event | Date | Day | Start Time | End Time | Location | Room |
|---|---|---|---|---|---|---|
| Event Start | Date 1/5/2026 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
| Event Synchronous Meeting | Date 1/6/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 1/13/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 1/20/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 1/27/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 2/3/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 2/10/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 2/17/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 2/24/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 3/3/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 3/10/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 3/17/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event Synchronous Meeting | Date 3/24/2026 | Day TUE | Start Time 06:00 PM (PT) | End Time 07:30 PM (PT) | Location Zoom | Room |
| Event End | Date 3/29/2026 | Day SUN | Start Time | End Time | Location Online (Access Ends) | Room --- |
Textbook Information for MGMT X433.21.
Required Textbook(s):
Cases in Financial Planning: Analysis and Presentation
Book - ISBN: 9781946711687
Dalton 4 Money Education
Textbooks for your course may be purchased from any vendor or bookseller of your choice.
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