Financial Planning Capstone

Catalog description

Critical thinking and decision-making about personal financial planning topics in the context of the financial planning process. FIN 491 Financial Planning Capstone (3) This capstone course is designed to reinforce and extend the principles from each of its prerequisite courses. The CFP Board of Directors are requiring the addition of this financial plan course as a requirement to CFP Board's educational standards to enhance the knowledge, skills and abilities of individuals seeking to attain the CFP® certification to deliver professional and competent financial planning services to the public. This course will engage the student in critical thinking and decision-making about personal financial planning topics in the context of the financial planning process. The purpose of this course is to both refine and develop the skills needed to become successful financial planners when working with individuals, families, and business owners in helping them to meet their financial needs and goals. This course will address the important financial planning topics listed in the previous section.