CFP-507: CASE STUDIES & ANALYSIS

Course: CFP-507: CASE STUDIES & ANALYSIS

This Course is for Fidelity Employees Only

Course Overview: 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.

Faculty: Richard McCarthy

FALL Course Dates: MONDAYS, SEPT. 11 – NOV. 13, 2023
WINTER Course Dates: Not Offered in the Winter
SPRING Course Dates: MONDAYS, MAR. 25 – JUN. 03, 2024
SUMMER Course Dates: MONDAYS, JUN. 17 – AUG. 26, 2024

Refund: Refunds will be permitted to a student if a course is canceled due to low enrollment or if a student decides to drop the course before the class meets for the second time.