Prereq: Students must receive a grade of C or better in each of the other five courses required for the Certificate in Financial Planning (ACC 356, ACC 357, ACC 457, FIN 357 and FIN 358). Instructor approval is needed for those who did not meet the prerequisite requirement (e.g., working professionals who have the educational knowledge but did not complete the courses).
This capstone course offers a comprehensive overview of the financial planning process, and an opportunity for the students to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics through case analysis, understanding of ethics and professional conduct, and usage of a financial calculator, Microsoft Excel and/or other software.
This capstone course offers a comprehensive overview of the financial planning process, and an opportunity for the students to demonstrate the ability to integrate and apply his or her knowledge of financial planning topics through case analysis, understanding of ethics and professional conduct, and usage of a financial calculator, Microsoft Excel and/or other software.