Family Financial Planning Capstone
Professional Education

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.

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

Class Sections For Family Financial Planning Capstone (PEPEC 555)

Summer 2019 Section 1

Type: Online
FAQ: Please call 801-585-1780
Tuition: $700.00

Instructor: JENNIFER LEHMAN

Note: This course is offered exclusively as part of the non-credit Professional Financial Planning Certificate. Those not wishing to take the full certificate, should enroll in FCS 555. Find out more at proed@continue.edu under Academic Partnership Certificates. Online classes meet with for-credit sections.

You might also like:

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

professional education catalog
catalogs page
For more information about our Veterans/Military Programs, please contact us at proed@continue.utah.edu or 801-585-1780.