Personal Financial Planning, Practicum

This final course in the certificate program is open only to students who have completed all other required courses. You'll apply the skills and knowledge gained in prior courses through the extensive use of case studies, then undertake the process of preparing and presenting a complete financial plan in an environment of non-liability. You'll be exposed to the practical business and professional aspects of conducting a financial counseling practice, including ethics, and CFP® standards of practice.

Contact the department for approval before enrolling in the class by emailing

Prerequisites :

Offering code Offering title
FPLN.X409 Applied Mathematics for Financial Planning
FPLN.X400 Personal Financial Planning, Survey
FPLN.X411 Employment Benefits and Retirement Planning in Personal Financial Planning
FPLN.X402 Estate Planning
FPLN.X410 Income Taxation in Personal Financial Planning
FPLN.X401 Investments in Personal Financial Planning: Principles and Methods
FPLN.X405 Risk Management in Personal Financial Planning

Sections :

Section Start Date Time Location Cost Instructor Name Full Schedule Enroll
FPLN.X490.(5) 9/16/2019 06:00 PM SANTA CLARA $820 Renee M. Snow Enroll