Financial Plan Development

DePaul University

How long?

  • 12 days
  • in person

What are the topics?

DePaul University

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About the course

Financial Plan Development requires the integration and application of your knowledge of financial planning topics from the previous five courses. This course will teach you to apply and communicate what you've learned through a written financial plan and oral presentation. You'll work primarily with cases financial planners encounter in real-world practice.

This 11-week course is the sixth module in the Financial Planning Certificate Program and is offered throughout the year on DePaul's Loop campus and online.

Topics

  • General Principles of Financial Planning
  • Communication Skills
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning

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Financial Plan Development at DePaul University

From  $900

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Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.