:: Instructor-led Classes

Financial Plan Development

Course Details

Financial Plan Development course serves as the capstone for the financial planning certificate program. The purpose of the course is to require the financial planning student to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics, as received through the curricula taught by the University of Texas Financial Planning Certificate Program. The case-study class structure differs from the traditional lecture class structure in that students must take a more active role in the learning process. Students will complete a number of segmented financial planning cases related to fundamentals, insurance, investing, taxation, retirement planning and employee benefits, and estate planning topics covered in the individual core courses. Students will develop both basic and complex comprehensive financial plans by following the CFP Board’s six-step financial planning process. Students will complete individual and group work and will participate in the presentation of a comprehensive financial plan to the class. This experience will help students prepare for the CFP Board’s comprehensive exam and serve as a model for application as a professional.

Prerequisite for this course: Successful completion in other six Financial Planning courses.

Additional registration discounts do not apply to this program.

Return to the Financial Planning Certificate Program page.



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