FIN 480 Financial Planning Capstone

The Financial Planning Capstone Course is designed to help students demonstrate their ability to integrate and apply knowledge from the Certified Financial Planner (CFP) Board's eight principal knowledge domains as they prepare to enter the professional world. This course focuses on three key elements: 1. Application of Knowledge: Students will apply the knowledge acquired in prerequisite and/or corequisite courses as part of the financial planning process. 2. Data Analysis and Critical Thinking: The course will enhance students' ability to analyze data and apply critical thinking regarding the client's circumstances, the presentation of information, and the recommendations provided to clients. 3. Interrelationship of Financial Planning Domains: The course will highlight how all financial planning domains interrelate in developing a comprehensive financial plan.