Personal Financial Planning Capstone
This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.
What you can learn.
- Review the financial planning CFP® Board topics, including ethics and principles of communication and counseling
- Apply the process and techniques for preparing and presenting a financial plan
- Meet the course requirements for the CFP Board education standards
About this course:
This capstone course bridges academic coursework with actual practice management, 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. 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).Winter 2021 Schedule
Available Format(s):
These courses are fully online and have no regular meeting times.
Prerequisites: Completion of the other seven required courses in the Personal Financial Planning Certificate.
Enrollment limited; early enrollment advised. Materials required. Internet required.
Available Format(s):
These courses are fully online and have no regular meeting times.
Prerequisites: Completion of the other seven required courses in the Personal Financial Planning Certificate.
Enrollment limited; early enrollment advised. Internet access required. Materials required.
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This course applies towards the following certificates & specializations…
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