Continuing and Professional Education

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    Class: Module 6: Financial Plan Development

    Financial Plan Development is the new course requirement for educational programs registered with the Certified Financial Planner Board of Standards, Inc. In this course, you will learn to integrate your knowledge of the financial planning topics learned from the previous five courses in the program, and apply and communicate this knowledge to your clients in a form of both a written financial plan and an oral presentation. This course is the final required module in the Financial Planning Certificate Program.

    Class Details

    Dates: June 24, 2024 - September 9, 2024
    Start Time: 6:00 PM
    End Time: 9:30 PM
    Meeting Pattern: Monday
    Location    : Flex/Loop Campus, 14 E. Jackson #402 (see FAQs)
    Cost: $900.00
    Registration Deadline: June 17, 2024 (a $75 late fee will be assessed after this date for late registrations)
    Final Deadline: June 24, 2024 

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