FI 450 - Practicum in Financial Planning

Institution:

Golden Gate University-San Francisco

Subject:

Description:

A practicum is defined as "A course, especially one in a specialized field of study, that is designed to give students supervised practical application of previously studied theory." Through this Practicum you will learn to work with clients in determining their needs and developing appropriate financial planning recommendations. It is designed to help you make the transition from the learning phase of your career to the actual practice of financial planning. At the heart of this process is an opportunity to work with experienced mentors as you develop a comprehensive financial plan for a real client. And while classroom time will include lectures, expert panels, and guest speakers, significant time will also be devoted to role-playing exercises and critiques intended to prepare you for your client discovery and plan presentation meetings. Prerequisites: FI 420, FI 421, FI 422, FI 425, FI 426, and FI 483. Alternatively, completion of a course of study that qualifies you to sit for the CFP Board's comprehensive exam, or passage of the CFP? exam, with the consent of the program director.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.ggu.edu

Phone Number:

(415) 442-7800

Regional Accreditation:

Western Association of Schools and Colleges

Calendar System:

Trimester

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