MGMT X433.21
Personal Financial Planning Practicum
A required course in the Certificate Program in Personal Financial Planning.
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 Cost
$950
Format
Remote
Duration
12 Weeks
Total Credits
4.5
WINTER 2024
Fee
$950
Dates
1/8/2024 - 3/31/2024
Format
Remote
Reg#
00179
ID
MGMT X433.21
Credit
4.50
Quarter
WINTER 2024
Class Schedule
Event | Date | Day | Start Time | End Time | Location | Room |
---|---|---|---|---|---|---|
Event Start | Date 1/8/2024 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
Event OL-LEC | Date 1/8/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 1/15/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 1/22/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 1/29/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 2/5/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 2/12/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 2/19/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 2/26/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 3/4/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 3/11/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 3/18/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event OL-LEC | Date 3/25/2024 | Day MON | Start Time 06:30 PM | End Time 07:30 PM | Location Zoom | Room |
Event End | Date 3/31/2024 | Day SUN | Start Time | End Time | Location Online (Access Ends) | Room --- |
Textbook Information
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.
Special Notes:
Required prerequisites: Completion of all required courses in the PFP certificate program. If you have completed equivalent coursework or have equivalent experience, please email FinancePrograms@ce.uci.edu for approval to waive requirements. For those planning to sit for the CFP exam, please create an account at www.cfp.net and submit an education verification request form to have your education verification submitted to the CFP Board once your 8 required courses are completed.
NOTE: This course uses required live sessions via Zoom. A device with audio and visual will be needed to participate. The student guide provides additional resources/information on how to use and access your courses Zoom sessions.
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