This culminating course in the certificate program is open only to those students who have completed all the required courses. Students actively participate in applying substantive knowledge gained in prior courses by undertaking the entire process of preparing and presenting a complete financial plan in an environment of nonliability. Considerable role playing is involved.
Participants receive ample feedback on written work.
Computer spreadsheet experience is strongly advised. Prospective enrollees should contact the program office by February 29 to ensure eligibility. After confirming eligibility, students will need to contact Registration to enroll.