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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 03, 2024 to Jun 12, 2024
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Jun 08, 2024
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 26, 2024 to Sep 04, 2024
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Aug 03, 2024
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 25, 2024 to Dec 11, 2024
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Nov 09, 2024
Schedule and Location
Contact Hours
45.0
Location
Delivery Options
Course Fee(s)
Priority Rate non-credit $775.00
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