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.
SUMMER 2025
Class Schedule
| Event | Date | Day | Start Time | End Time | Location | Room |
|---|---|---|---|---|---|---|
| Event Start | Date 6/23/2025 | Day MON | Start Time | End Time | Location Online (Access Begins) | Room --- |
| Event Synchronous Meeting | Date 6/25/2025 | Day WED | Start Time 06:00 PM | End Time 07:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/9/2025 | Day WED | Start Time 06:00 PM | End Time 07:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 7/23/2025 | Day WED | Start Time 06:00 PM | End Time 07:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/6/2025 | Day WED | Start Time 06:00 PM | End Time 07:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 8/20/2025 | Day WED | Start Time 06:00 PM | End Time 07:30 PM | Location Zoom | Room |
| Event Synchronous Meeting | Date 9/3/2025 | Day WED | Start Time 06:00 PM | End Time 07:30 PM | Location Zoom | Room |
| Event End | Date 9/14/2025 | Day SUN | Start Time | End Time | Location Online (Access Ends) | Room --- |
Textbook Information for MGMT X433.21.
Required Textbook(s):
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