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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 seven 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.

Applies Towards the Following Certificates

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Section Title
Financial Planning Strategies and Case Studies Capstone
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Apr 05, 2023 to Jun 14, 2023
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Jun 10, 2023
Schedule and Location
Contact Hours
45.0
Location
Delivery Options
Course Fee(s)
Priority Rate non-credit $775.00
Section Title
Financial Planning Strategies and Case Studies Capstone
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Jun 28, 2023 to Sep 06, 2023
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Aug 05, 2023
Schedule and Location
Contact Hours
45.0
Location
Delivery Options
Course Fee(s)
Priority Rate non-credit $775.00
Section Title
Financial Planning Strategies and Case Studies Capstone
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Sep 27, 2023 to Dec 13, 2023
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Nov 11, 2023
Schedule and Location
Contact Hours
45.0
Location
Delivery Options
Course Fee(s)
Priority Rate non-credit $775.00
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