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Personal Financial Planning Practicum
A required course in the Personal Financial Planning Certificate Program.
Course closed to new registrations: Call ( 949 ) 824-5414 for more information or sign up below to be notified when this course becomes available.
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Course Description
Learn how 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.
Early registration recommended. The HP-12C or HP-10BII calculator is required. 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. Students are required to have access to a computer that is capable of viewing videos as well as recording and uploading a video presentation. This course is required to sit for the CFP Examination. For those planning to sit for this exam, please create an account at www.cfp.net and then email FinancePrograms@ce.uci.edu with your CFP ID# once you have completed the 8 required courses to have your education verification submitted to the CFP Board. You may access your online course on the first day of class by 12pm (noon) Pacific Standard Time. This course may use live sessions via Zoom. A device with audio and visual will be needed to participate. The following student guide provides additional resources/information on how to use and access your courses Zoom sessions.
Instructor
Textbook Information
Textbooks for your course may be purchased from any vendor or bookseller of your choice.
Required Textbook(s):
CASES IN FINANCIAL PLANNING 9781936602445
Meeting Schedule
Event Date Day Start Time End Time Location Room
START 01/04/2021 Monday --- --- Online (Access Begins) ---
END 03/28/2021 Sunday --- --- Online (Access Ends) ---