Fin Plan Dev&Presentn Capstone

Catalog description

This course will require students to synthesize and apply comprehensive financial planning concepts and techniques to client circumstances. The course will require students to perform all functions of the financial planning process. This course is part of the course sequence that fulfills the education requirements to sit for the CFP® certification examination and is especially beneficial for those individuals who are pursuing the CFP® certification. Cross-Listed as FPL 495 for Undergraduate FPL Majors (Classes of 2018, 2019, or 2020, or students who declared the Financial Planning major in 2015 or 2016. Requires permission from the Finance Department Chair.)