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Personal Financial Planning Practicum

X433.7 (2 semester units in Business Administration)

Culminating course in the Professional Sequence in Personal Financial Planning

Apply the substantive knowledge you gained in prior courses to prepare and present a complete financial plan in an environment of nonliability. Considerable role-playing is involved. You receive feedback on written work. Computer spreadsheet experience is strongly advised. Enrollment is limited.

Prerequisites: Successful completion of all seven prior courses in the personal financial planning certificate curriculum. Students must call registration at (510) 642-4111.

There are currently no sections open for enrollment.

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Sections closed for enrollment

Sat. Oct. 10, San Francisco

CATHERINE BRADFORD, M.S., CFP, ChFC, began her career with Merrill Lynch in 1998 as a financial advisor. Since 2005, she has worked both as a financial planning specialist and as an instructor in the use of proprietary planning tools at Merrill Lynch.

Revised class schedule in red.

• 10 meetings
• Oct. 10 to Dec. 19: Sat., 9 am-12 pm (no meeting Nov. 28)
• San Francisco: Room 216, Art and Design Center, 95 Third St.
• $750 (EDP 311456)

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