Course

Personal Financial Planning, Practicum

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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 extensionprogram@ucsc.edu.