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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.

Applies Towards the Following Certificates

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Section Title
Financial Planning Capstone
Type
Online
Days
W
Time
6:00PM to 9:30PM
Dates
Sep 23, 2020 to Nov 18, 2020
Type
Online
Days
Sa
Time
9:00AM to 3:30PM
Dates
Nov 07, 2020
Type
Online
Days
W
Time
6:00PM to 9:30PM
Dates
Dec 02, 2020 to Dec 09, 2020
Schedule and Location
Contact Hours
41.5
Location
  • Online
Course Fee(s)
Priority Rate non-credit $775.00
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