Course

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 extensionprogram@ucsc.edu.

Prerequisites:




FPLN.X402




Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Location Cost Instructor
09-16-2019 to 11-25-2019 4.5 $820

Renee M. Snow

Enroll

Schedule

Date: Start Time: End Time: Meeting Type: Location:
Mon, 09-16-2019 6:00 p.m. 9:00 p.m. Classroom and Online (Blended) SANTA CLARA
Mon, 09-30-2019 5:30 p.m. 9:00 p.m. Classroom and Online (Blended) SANTA CLARA
Mon, 10-14-2019 5:30 p.m. 9:00 p.m. Classroom and Online (Blended) SANTA CLARA
Mon, 10-28-2019 5:30 p.m. 9:00 p.m. Classroom and Online (Blended) SANTA CLARA
Mon, 11-18-2019 5:30 p.m. 9:00 p.m. Classroom and Online (Blended) SANTA CLARA
Mon, 11-25-2019 5:30 p.m. 9:00 p.m. Classroom and Online (Blended) OFF SITE

Course Inquiry

Ask us any questions you may have about this course.

Contact Us
Speak to a student services representative.

Call (408) 861-3860

Envelope extension@ucsc.edu