Dec 04, 2024  
2019-2020 Professional and Continuing Education Catalog 
    
2019-2020 Professional and Continuing Education Catalog [ARCHIVED CATALOG]

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PFP 37300 - Financial Plan Development and Financial Planning


The Financial Plan Development Course features solid, practical application of all the material covered in the prior classes.  Students are required to prepare a comprehensive written financial plan and to present it orally, according to rules established by Certified Financial Planner Board of Standards, Inc.  The course provides both relevant practical experience in comprehensive planning and superlative preparation for the case studies in the national certification examination.



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