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JAMES M BENEDEK | AN EDUCATOR
Jim is an Adjunct Professor at
Miami Dade College,
teaching for a number of years CFP courses on
General Principles, Insurance, Investments, Income Tax,
Retirement Planning and Estate Planning
Each course is 38 hours, taught over four weeks.
At the end of each course the students turn in a section of the financial plan they are preparing to deliver in the Capstone course.
CAPSTONE
This course builds upon the material in prerequisite above-mentioned courses. Emphasis is on the applications of financial planning concepts in an integrated planning environment. This "capstone-like" course utilizes case studies and mini-cases to tie together the various disciplines studied in the individual prior courses into a comprehensive financial planning process.
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