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Course Description

Students will examine the financial condition of individuals or families in a real-world application of the financial planning topics that have been covered in the previous five courses. Students will have the opportunity to develop a financial plan and present their recommendations.

The course is an excellent preparation tool for professionals entering the field and for case-type questions on the CFP® Certification Examination.

Course Outline

2022/2023 Academic Year dates for "Capstone":

  • April 21, 6:00 PM - 9:35 PM
  • April 22, 8:45 AM - 5 PM
  • May 5, 6:00 PM - 9:35 PM
  • May 6, 8:45 AM - 5 PM
  • May 19, 6:00 PM - 9:35 PM
  • May 22, 8:45 AM - 5 PM

Notes

This course is part of the Certified Financial Planner (CFP) certificate program held at the Temple University Center City campus. In order to take this course, you must register for the Certified Financial Planner Certificate Program. You are not able to register for this course individually. Please register for the Certified Financial Planner Bundle.

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in
Section Title
Capstone Case Course In Financial Planning
Section Schedule
Apr 21, 2023 to May 20, 2023
Type
Discussion
Days
F
Time
6:00PM to 9:35PM
Dates
Apr 21, 2023 to May 19, 2023
Type
Discussion
Days
Sa
Time
8:45AM to 5:00PM
Dates
Apr 22, 2023 to May 20, 2023
Schedule and Location
View Details
Contact Hours
59.2
Location
Delivery Options
Classroom  
Course Fee(s)
Course Fee non-credit $0.00 Click here to get more information
CEUs
9.9 CEUs
Section Notes

This course is part of the Certified Financial Certificate Program. Classes meet every other weekend on Friday nights and all day Saturdays. Course dates and times for 2022/2023 Academic Year are:

  • April 21, 6:00 PM - 9:35 PM
  • April 22, 8:45 AM - 5:00 PM
  • May 5, 6:00 PM - 9:35 PM
  • May 6, 8:45 AM - 5:00 PM
  • May 19, 6:00 PM - 9:35 PM
  • May 20, 8:45 AM - 5:00 PM

NOTE: This course part of the Certified Financial Certificate Program. In order to register for the course, you must pay for the CFP Certificate Program.

Questions about this course? Contact the Office of Non-Credit and Continuing Education at ncce@temple.edu or 267-468-8500.