Family Financial Planning Capstone Class

Catalog description

This capstone course is designed for students to demonstrate the skills to develop integrated financial plans for clients and communicate their planning recommendations to those clients. Select topics included are ethics and professional responsibilities, laws, regulations, client communication, decision making, writing a financial plan, and implementing and monitoring the plan. Students are expected to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini-case studies, and calculation templates.