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

SUMMER 2026

6/22/2026 - 9/13/2026

Weeks 12

Delivery Online Live

Fee $950

Status Open

Fee $950

Dates 6/22/2026 - 9/13/2026

Format Online Live

Reg# 00169

Event ID MGMT X433.21

Units 4.5

Quarter summer 2026

Class Schedule

Event	Date	Day	Start Time	End Time	Location	Room
Event Start	Date 6/22/2026	Day MON	Start Time	End Time	Location Online (Access Begins)	Room ---
Event Synchronous Meeting	Date 6/23/2026	Day TUE	Start Time 06:00 PM (PT)	End Time 07:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 7/7/2026	Day TUE	Start Time 06:00 PM (PT)	End Time 07:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 7/21/2026	Day TUE	Start Time 06:00 PM (PT)	End Time 07:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 8/4/2026	Day TUE	Start Time 06:00 PM (PT)	End Time 07:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 8/18/2026	Day TUE	Start Time 06:00 PM (PT)	End Time 07:00 PM (PT)	Location Zoom	Room
Event Synchronous Meeting	Date 9/1/2026	Day TUE	Start Time 06:00 PM (PT)	End Time 07:00 PM (PT)	Location Zoom	Room
Event End	Date 9/13/2026	Day SUN	Start Time	End Time	Location Online (Access Ends)	Room ---

Important Course Information

This course will host live sessions via Zoom. A device with audio and visual will be needed to participate. Synchronous sessions are highly encouraged for an interactive learning experience, but are optional. Sessions are recorded and available for viewing, allowing learners to engage with the content at their convenience.

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.

Meet Your Instructor(s)

Personal Financial Planning Practicum

SUMMER 2026

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