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Course Description

The Financial Plan Development course features solid, practical application of all the material covered in the prior classes. Students are required to prepare a comprehensive written financial plan and to present it orally, according to rules established by Certified Financial Planner Board of Standards, Inc. The course provides both relevant, practical experience in comprehensive planning and superlative preparation for the case studies in the national certification examination.

Applies Towards the Following Certificates

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Section Title
Financial Plan Development
Type
Online, fixed date
Days
W
Time
6:00PM to 9:30PM
Dates
Jul 16, 2025 to Aug 13, 2025
Schedule and Location
View Details
Contact Hours
17.5
Location
  • Internet
Delivery Options
Instructor-Led  
Course Fee(s)
Tuition non-credit $1,200.00
CEUs
4.5 CEUs
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