- Type Validation
- Level Advanced
- Time Months
- Cost Paid
Certificate in Financial Planning - Case Study/Capstone
Issued by
NCCU Division of Extended Studies
This course builds upon the material in the prior modules: General Principles, Estate, Retirement, Income Tax, Investment, and Insurance Planning. The emphasis is on the applications of financial planning concepts in an integrated planning environment. This 'capstone-like' course utilizes case studies and mini-cases to tie together the various disciplines studied in the individual prior modules into a comprehensive financial planning process.
- Type Validation
- Level Advanced
- Time Months
- Cost Paid
Skills
Earning Criteria
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Apply financial planning concepts in an integrated planning environment.
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Utilizes case studies and mini-cases that tie together the various discipline studied in the individual prior courses into a comprehensive financial planning process.
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Create a financial plan for clients.
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Complete several quizzes and final exam by successfully passing course with a 70 or higher and submission of the final financial plan.