| Class Date(s) | Friday, Apr 5 2024 5:30PM-9:30PM Saturday, Apr 6 2024 8:30AM-5:30PM Friday, Apr 12 2024 5:30PM-9:30PM Saturday, Apr 13 2024 8:30AM-5:30PM Friday, Apr 19 2024 5:30PM-9:30PM Saturday, Apr 20 2024 8:30AM-5:30PM Class# 2310561 Save this Class to Outlook (Click & Open) |
| Description | This course builds upon the materials learned in General Principles, Insurance Planning, Investment Planning, Retirement Planning, and Estate Planning. Attendees are required to have completed these courses or have a qualifying degree in order to take this course. Please contact Kathy Whitgrove at kwhitgrove@udallas.edu for more information about this restriction. Emphasis is on the applications of financial planning concepts in an intergrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various disciplines studied in the individual prior courses into a comprehensive financial planning process. |
| Price | $995.00 |
|
|
|