PFP-499 FINANCIAL PLAN DEVELOPMENT CAPSTONE

The Financial Plan Development Capstone course will Integrate the material in all other PFP classes. Students will take this course only when they have finished all other PFP courses successfully. This course will be structured as a casework course and the cases used will closely reflect the types of cases students may encounter both as financial planners and as part of their CF® Certification. Prerequisites: PFP 348, PFP 350; PFP 410, PFP 412, PFP 414 and PFP 416. (Offered in Spring B and Fall B terms only)

Credits

3