Financial Plan Development

Catalog description

This capstone course requires the financial planning students to demonstrate the ability to integrate and, apply his or her knowledge of financial planning topics, as received through the curricula. The students are expected through this course to prove their ability to apply the financial planning process to real-life situations, as well as their ability to communicate their planning recommendations to a client. This course is designed to fully meet the financial plan development course requirement to CFP Board's education standards. Prerequisite(s): BA 362 .