FIN-4093 Financial Planning Capstone

Students will use all of the steps in the financial planning process to understand the personal and financial circumstances of a client, identify and select goals, analyze the client's current and potential courses of action, develop financial plan recommendations, and present a comprehensive financial plan to a client. Students are required to apply the CFP® Board's Financial Planning Standards of Conduct throughout the process.

Credits

3

Prerequisite

ACC-3033, FIN-3083, aFIN-4113, aFIN-4143, aFIN-4153, and aFIN-4133.

Notes

Any course listed as a prerequisite may be taken prior to or concurrently with FIN-4093.