FPC 306 - Capstone Case Course & Review
Dates: April 25 - June 5, 2023
Meets: Tu from 6:00 PM to 8:00 PM
Location: Online Workshop
COURSE: $950.00
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
In this course, you will learn the basics of gathering relevant financial data from clients, analyzing it, preparing financial plans, and presenting them. You also will learn several principles of financial planning including planning for education funding, how the economy and economic policy affects financial planning, the regulatory environment for financial planners, and the CFP® Board’s candidate fitness standards. This course is a requirement for anyone taking their first financial planning course after 1/1/12. Prerequisites: FPC 301, 302, 303, 304, and 305.
| Fee: | $950.00 |
|---|---|
| Hours: | 45.00 |
Online Workshop
Gregg Dimkoff
Dr. Dimkoff is a professor of finance and Director of the Certified Financial Planning program at GVSU. He has a Ph.D. in finance and a BS degree in chemical engineering from Michigan State University, an MBA degree from Saint Louis University, and a Chartered Life Underwriter (CLU) degree from the American College. Professor Dimkoff has over 30 years of teaching experience with particular expertise in business finance, personal finance, insurance, and economics.| Date | Day | Time | Location |
|---|---|---|---|
| 04/25/2023 | Tuesday | 6 PM to 8 PM | Online Workshop |
| 05/02/2023 | Tuesday | 6 PM to 8 PM | Online Workshop |
| 05/09/2023 | Tuesday | 6 PM to 8 PM | Online Workshop |
| 05/16/2023 | Tuesday | 6 PM to 8 PM | Online Workshop |
| 05/23/2023 | Tuesday | 6 PM to 8 PM | Online Workshop |
| 05/30/2023 | Tuesday | 6 PM to 8 PM | Online Workshop |