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Course Description

Financial Planning Strategies and Case Studies serves as the capstone course for the SMU Program. The case-study format differs from the traditional lecture format in that students take a more active role in the learning process. Students complete a number of segmented financial planning cases related to insurance, investing, taxation, retirement planning and employee benefits, and estate planning. Students develop both basic and complex comprehensive financial plans by following the six step financial planning process. Students complete individual and group work and participate in the presentation of a comprehensive financial plan to the class. This experience serves as a model for application as a professional.
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Enroll Now - Select a Section

Section Title
Financial Planning Capstone
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Apr 03, 2019 to Jun 05, 2019
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Jun 08, 2019
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Jun 12, 2019
Schedule and Location
Contact Hours
45.0
Location
Delivery Options
Live in Classroom  
Course Fee(s)
Standard Rate non-credit $875.00 Click here to get more information
Section Notes
Financial Planning Strategies and Case Studies serves as the capstone course for the financial planning certificate program. The case-study format differs from the traditional lecture format in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to insurance, investing, taxation, retirement planning and employee benefits, and estate planning. Students will develop both basic and complex comprehensive financial plans by following the six step financial planning process. Students complete individual and group work and will participate in the presentation of a comprehensive financial plan to the class. This experience will prepare students for the CFP Board's comprehensive exam and will serve as a model for application as a professional.
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