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
All 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)
Notes
This course may be offered online through a consortium of accredited colleges and universities or in seat at Adrian College. Online instruction may be provided by faculty employed by partner institutions within the consortium, with technology and administrative support provided by Rize Education.
Oversight of courses offered through the consortium are reviewed and approved by Adrian College. Students register through Adrian College and receive academic credit from Adrian College.