Family Financial Planning Capstone
Professional Education

In light of the ongoing COVID-19 crisis, Professional Education will continue to offer all classes and programs online. We will be using the platform Canvas to hold these classes. You will get access to the class Canvas page 2 business days before the class date. If you have any questions or concerns, please contact us via email at ProEd@continue.utah.edu

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 class is part of the following Professional Education certificate program:
Professional Certificate in Financial Planning

Questions? Call Professional Education at 801-585-1780 or use our online form.

Class Sections For Family Financial Planning Capstone (PEPEC 555)

Summer 2021 Section 90, Starting on: 05/17/2021

This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 555. See https://continue.utah.edu/anc for more information about the non-credit micro-certificate.

Date(s) Day Time Location
05/17/21 - 08/04/21
Tuition: $700.00      

Instructor: SU HYUN SHIN

Registration for this class will close on 05-11-2021 at midnight

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Questions? Call Professional Education at 801-585-1780 or use our online form.

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