| Class Date(s) | Friday, Nov 15 2024 5:30PM-9:30PM Saturday, Nov 16 2024 8:30AM-5:30PM Friday, Nov 22 2024 5:30PM-9:30PM Saturday, Nov 23 2024 8:30AM-5:30PM Saturday, Dec 7 2024 8:30AM-5:30PM Saturday, Dec 7 2024 5:30PM-9:30PM Class# 2410600 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 | $800.00 |
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