Financial Planning and Wealth Management Capstone. 3 credits

Catalog description

Financial planners need unique skills and knowledge to successfully serve clients. Students will learn the cognition and decision-making of clients and planners, the techniques to facilitate effective counsel, and the planners' professional responsibilities including those of the CFP(c) Board. Students will apply their knowledge through a collaboration with an employer or a financial planning clinic in which they will create a financial plan for an actual client. A third attempt will require academic advisor approval.Offered by Accounting. May be repeated within the degree for a maximum 6 credits. Equivalent to FNAN 493 .