Developing the Financial Plan (Certified Financial Planner Certification Course)
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This Capstone course in Financial Planning is designed to help students integrate their knowledge of the financial planning subject areas. This course will be structured as a casework course and the cases used will closely reflect the types of cases they may encounter both as financial planners and as part of their CFP® Certification Examination.
Participants will be able to:
- Integrate financial planning subject areas into the development of comprehensive financial plans and financial planning recommendations
- Demonstrate the ability to analyze, synthesize, and evaluate personal financial situations
- Prioritize goals and determine the feasibility of achieving these goals