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