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Course

FP700 CFP Case Study/Capstone (Online Live Program)

Time limit: 21 days

$800 Enroll

Full course description

This course builds upon the material in the above courses. Emphasis is on the applications of financial planning concepts in an integrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various discipline studied in the individual prior courses into a comprehensive financial planning process.