| |
Apr 28, 2024
|
|
|
|
|
FINC 5663 - CAPSTONE IN FINANCIAL PLANNING
This financial plan development course is designed for students to integrate knowledge gained from all other dedicated financial planning courses (General Principles of Financial Planning,
Funding Education, Insurance, Investments, Tax Planning, Retirement Planning, Employee Benefits, and Estate Planning). Students will demonstrate their competency by writing a
comprehensive financial plan and communicating that plan in a live client presentation. A secondary benefit of the course is content review that is designed to help students prepare for
their CFP® Certification Examination.
Prerequisites & Notes
Prerequisites: All other courses in CFP track need to be complete before start of Capstone course.
Credits: 3
Add to Portfolio (opens a new window)
|
|
