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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: September 27, 2021 - December 13, 2021
Start Time: 6:00 PM
End Time: 9:30 PM
Meeting Pattern: Monday
: Online
Cost: $900.00
Registration Deadline: September 20, 2021 (a $75 late fee will be assessed after this date for late registrations)
Final Deadline: September 26, 2021 

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