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This course will begin with a review of the different areas of financial planning necessary in completing a comprehensive plan of action for clients. During this course students will work on their own and as a group in evaluating personal financial situations through case study review. Students will also enhance their learning through visits from current financial planning professionals who will present cases that deal with different issues that commonly arise in professional financial planning. Students will also learn and discuss their ethical responsibilities to clients. Finally, students will review the different areas of financial planning that will be required to pass the certification exam.
This noncredit class meets with a regular University of Utah credit course.
Class Sections For Family Financial Planning Capstone (FCS 555)
Summer 2021 Section 90, Starting on: 05/17/2021
Students wishing to take this class as part of the non-credit Professional Certificate in Financial Planning should register for PEPEC 350-90. Find out more at https://continue.utah.edu/proed/academy/certificate/financial-planning-certificate