Financial Planning Capstone
Spring 2025 Special Session
Description
This course is the capstone course for the CFP Board Education Program. Students in this course will have access to an education license for eMoney Advisor, which they can use to complete the final project—a financial plan and presentation via a video recording. Coursework will cover areas of the capstone project, including developing a financial plan, documentation, regulatory compliance, the CFP Board 7-Step Process, and more.
Class Notes
This program is for those who already have a bachelor’s degree and just need to complete a CFP Board Registered education program to register for the CFP exam. Admission to Chico State is not required. This is an online, certification education program consisting of 7 courses which cover all of the CFP Exam topic areas and does not lead to a degree. Each course is offered as a Credit/No Credit course. Registration is only available through Professional & Continuing Education.
Class Details
WWW ONLINE
Class Registration Information
SECT 126
- $265 / unit
01/21/2025 - 05/16/2025
TBA
Financial Planning Capstone
This course is the capstone course for the CFP Board Education Program. Students in this course will have access to an education license for eMoney Advisor, which they can use to complete the final project—a financial plan and presentation via a video recording. Coursework will cover areas of the capstone project, including developing a financial plan, documentation, regulatory compliance, the CFP Board 7-Step Process, and more.
Class Notes
This program is for those who already have a bachelor’s degree and just need to complete a CFP Board Registered education program to register for the CFP exam. Admission to Chico State is not required. This is an online, certification education program consisting of 7 courses which cover all of the CFP Exam topic areas and does not lead to a degree. Each course is offered as a Credit/No Credit course. Registration is only available through Professional & Continuing Education.