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School of Continuing Studies

XCPD-025 Capstone Case Course in Financial Planning

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Course Details

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
  • Taxation
  • Retirement Planning
  • Estate Planning

Course Objectives

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.


Geoff White is an experienced instructor and advisor. Geoffrey White has been in the investment and financial planning business for 19 years. He has a Bachelor's Degree in Finance from Arizona State University and a Master’s Degree in Financial Services from the Institute of Business and Finance....