FIN 356 - Financial Plan Development

3 Cr. Hrs.

Common Learning Outcomes 05. [CT] Critical thinking skills: inquiry, analysis and creative problem-solving, 13. [PP] Professional preparedness, interpersonal and digital communication skills

This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite six-course CFP® curriculum. Students will participate in developing 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 by answering questions and concerns, are also required.

Prerequisite(s): FIN 350

FIN 351

FIN 352

FIN 353

FIN 354

FIN 355
Grading Basis: Graded Repeatable: No Typical Periods Offered: Fall, Spring, Summer