CFP 507 Case Analysis - Summer 2025

REGISTRATION/PAYMENT DEADLINE: WEDNESDAY, JUNE 11, 2025

This required course is designed to help students integrate their knowledge of the six financial planning subject areas into case formats tested by CFP Board. This class differs from the traditional lecture class structure since students take an active role in analyzing cases and working them under time pressure. The cases are real-life and simulate those included in the CFP® Certification Examination, and students will learn how to approach these cases and select the best possible answer given the facts and circumstances of each case. YOU MUST COMPLETE CFP 501 TO 506 BEFORE REGISTERING FOR CFP 507. 

NOTE: NO CLASS WEEK OF JUNE 29TH TO JULY 5TH