Executive Education Classes

FP700: CFP Case Study/Capstone
Class Date(s) Friday, Mar 31 2023 5:30PM-9:30PM  
Class# 2210474  

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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 $800.00
Class Location
1845 E. Northgate Drive
Irving, TX   75062