Case Studies in Financial Planning

Catalog description

This advanced course builds on the skills and knowledge gained from previous financial planning courses. Students will develop and present comprehensive financial plan(s) using industry-standard software and/or Excel, while demonstrating ethical and responsible practices. The course reinforces key concepts such as risk management, tax and estate planning, and investment strategies, all tailored to meet client-specific goals. This course is a requirement for students preparing to sit for the CFP® Exam after graduation.