Family Financial Planning Capstone
Academic Noncredit

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.

Online book and material fees may be added up until the first week of class. Students may opt out during the first two weeks of class. For more information, visit the Campus Store Inclusive Access Program's webpage. If you opt out, you will be responsible for obtaining the course materials yourself for the course.