NOTICE: Continuing Ed is open and waiting to hear from you. Our office at 540 Arapeen is open from 9am-4pm Monday through Thursday to assist you in person. If you need immediate assistance, please call us at 801.581.6461. The University of Utah is a mask friendly campus and masks are no longer required, but are encouraged when needed. For more information on university COVID-19 protocols on campus visit https://coronavirus.utah.edu.
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.
Class Sections For Family Financial Planning Capstone (PEPEC 555)
Summer 2021 Section 91, 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.