Financial Planning Capstone

Catalog description

This course will engage the student in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. The purpose of this course is to refine and develop the skills needed for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives. It is recommended students take this course in the student’s final semester. Prerequisite: ENGL 17000 with a C or better; senior standing.