Mar 29, 2024  
2020 Undergraduate Catalog 1.2 (SUMMER-FALL) 
    
2020 Undergraduate Catalog 1.2 (SUMMER-FALL) [ARCHIVED CATALOG - Consult with Your Academic Advisor for Your Catalog Year]

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FIN 483 - Cases in Financial Planning (3)

The capstone course in financial planning enhances the knowledge and skills of students seeking to attain CFP certification, including the ability to deliver professional and competent financial planning services to the public. The course integrates financial planning subjects learned in the previous six courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. Students will learn how to develop financial planning recommendations and construct a plan according to CFP Board’s Financial Planning Practice Standards and client objectives. For the final project, students will prepare and present a comprehensive plan to the faculty.



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