CFP307 Capstone: Financial Plan Development
Students will develop a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients, are also required. (Prerequisites: CFP301, CFP302, CFP303, CFP304, CFP305 and CFP306). Course Fee: $195.00
Prerequisite
Any of the following: Risk Management and Insurance Planning (
CFP302), Retirement Savings and Income Planning (
CFP305), Estate Planning (
CFP306), General Principles of Financial Planning (
CFP301), Investment Planning (
CFP303), Tax Planning (
CFP304)