Personal Financial Planning Capstone

Catalog description

FI424 will be a continuation of the comprehensive written financial plan started in FI423 , with emphasis on a comprehensive understanding of content in the PFP curriculum, including retirement planning and estate planning. The student will complete case studies and continue development of the sections of the written financial plan related to content areas covered in the course. The student will submit a comprehensive written financial plan for evaluation by the course instructor. In addition, the student will orally present a summary of the plan for evaluation.