FIN 47503 - Financial Plan Development

This course provides students an opportunity to demonstrate the knowledge learned through the 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.

Offered: Spring

Semester Hours: 3
Prerequisite(s): FIN 22403/FIN 32403, FIN 23403/FIN 33403, FIN 24403/FIN 34403, FIN 24503/FIN 34503, and FIN 23503/FIN 33503.
Concurrent: May be taken concurrently with FIN 23603/FIN 43603
Dual Listed: FIN 27503