NCG 7099 - CFP Case Study

Institution:

University of Dallas

Subject:

GSMx - Non-Credit

Description:

This course builds upon the material in the following courses: General Principles of Financial Planning, Investment Planning, Insurance Planning, Income Tax Planning, Estate Planning, and Retirement Planning. Emphasis is on the application 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 courses, into a comprehensive financial planning process.

Credits:

0.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.udallas.edu

Phone Number:

(972) 721-5000

Regional Accreditation:

Southern Association of Colleges and Schools

Calendar System:

Semester

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