Personal Financial Planning Capstone

This capstone course bridges academic coursework with actual practice management by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.

The first part of the course provides a review of the financial planning CFP(r) Board topics, including ethics and principles of communication and counseling.

Classes also review/apply the process and techniques for preparing and presenting a financial plan in an environment of non-liability.

This course fully meets the financial plan development course requirement to CFP Board's education standards, effective January 1, 2012.

Enrollment limited.

Early enrollment required.

This course may also be taken by individuals who plan to sit for the CFP Examination on a "challenge status" (e.g., CPA, JD, CFA(r), ChFC, CLU).