Quarter Academic Credit
4.5
This capstone to the Personal Financial Planning Certificate Program helps you integrate the knowledge gained from previous classes into an indepth understanding of your clients’ needs and increases your comprehension of the content found in prior program courses. Using the financial planning process, you will learn to:
- Gather and analyze data within the context of clients’ goals
- Evaluate the impact of economic, political, ethical and regulatory issues
- Synthesize client recommendations
- Communicate your findings both orally and in writing
- Assist clients in implementing their plans
Learn to create individualized plans and achieve client objectives, so they move toward their financial life goals. Through case studies and collaboration, apply what you have learned from the other financial planning courses.
Course Code
382850