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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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Enroll Now - Select a Section
Section Title
Financial Planning Capstone
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Sep 29, 2021 to Nov 17, 2021
Type
Discussion
Days
Sa
Time
9:00AM to 3:30PM
Dates
Nov 13, 2021
Type
Discussion
Days
W
Time
6:00PM to 9:30PM
Dates
Dec 01, 2021 to Dec 15, 2021
Schedule and Location
Contact Hours
45.0
Location
  • TBD
Delivery Options
Course Fee(s)
Priority Rate non-credit $775.00
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