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Terry College of Business

Developing the Financial Plan (Certified Financial Planner Certification Course)

UGA Terry College of Business Executive Programs: Certified Financial Planner
Jul 28—Sep 8, 2020
4 daysModules info
Atlanta, Georgia, United States
USD 995
USD 248 per day

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Description

This Capstone course in Financial Planning is designed to help students integrate their knowledge of the financial planning subject areas. This course will be structured as a casework course and the cases used will closely reflect the types of cases they may encounter both as financial planners and as part of their CFP® Certification Examination.

Participants will be able to:

  • Integrate financial planning subject areas into the development of comprehensive financial plans and financial planning recommendations
  • Demonstrate the ability to analyze, synthesize, and evaluate personal financial situations
  • Prioritize goals and determine the feasibility of achieving these goals

Experts

Bruce Starks is Faculty Director, Senior Instructor and Curriculum Developer at Greene Consulting Associates and is Founder and Lead Instructor in the Starks CFP® Examination Review in Atlanta. Manager of Learning Programs Greene Consulting Associates, LLC Lead the firm's national instructor-l...

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