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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.
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 01/03/2022 Monday --- --- Online (Access Begins) ---
END 03/27/2022 Sunday --- --- Online (Access Ends) ---