XCPD-025 Capstone Case Course in Financial Planning
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Using a complex case study, students form a financial planning team that is tasked with developing and presenting a comprehensive financial plan for a client. The course is designed to simulate the real-world experience of financial planners. To successfully complete the course, students must integrate the six major areas of personal financial planning to develop a long-term tailored, comprehensive, and feasible financial plan that accounts for contingencies, taxes, and estate issues.
Six major areas of financial planning:
- Financial Planning Fundamentals
- Investment Analysis
- Insurance Planning
- Retirement Planning
- Estate Planning
Upon completing this course, successful students will be able to:
- Understand complex financial planning scenarios.
- Complete a case analysis and integration of the six (6) major areas of personal financial planning (see above).
- Manage case scenarios for clients, which includes but is not limited to: (1) conducting a case overview and breakdown of facts; (2) identifying issues within case scenarios; (3) analyzing client and financial situations and; (4) implementing recommendations.
- Develop a comprehensive financial plan for a client and then present it to peers and faculty for review and critique.
Other courses you may want to consider
Developing the Financial Plan (Certified Financial Planner Certification Course)
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