Executive Education Classes

FP700: CFP Case Study/Capstone
Class Date(s) Friday, Oct 20 2017 5:30PM-9:30PM  
Saturday, Oct 21 2017 8:00AM-5:00PM  
Friday, Oct 27 2017 5:30PM-9:30PM  
Saturday, Oct 28 2017 8:00AM-5:00PM  
Friday, Nov 3 2017 5:30PM-9:30PM  
Saturday, Nov 4 2017 8:00AM-5:00PM  
Class# 1610084  

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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 Jennifer Howard - 972-721-5299 or jlhoward@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 $800.00
Seats  
Class Location
Fidelity - Westlake - Buffalo Springs
1 Destiny Way
Westlake, TX   76262
USA