Personal Financial Planning Capstone

Apply the substantive knowledge gained in prior courses to prepare and present a complete financial plan in an environment of nonliability.

Considerable role playing is involved, and you receive feedback on written work.

Enrollment is limited.

Accelerated Path to CFP® Certification: If you are already a CPA, CFA®, ChFC, CLU or attorney—or if you hold a DBA or Ph.D. in financial planning, finance, business administration or economics—then this capstone course is all you need to qualify you to sit for the CFP® exam.