FIN - 4100 Financial Planning Capstone (3)

Prepares students to effectively and appropriately develop, communicate, and monitor financial plans. Students will recall, integrate and apply knowledge and skills from the core domains of financial planning to create a financial plan appropriate for a specific client (including recommendations, implementation strategy, and monitoring plan); and effectively communicate the recommendations. This course integrates and applies the essential elements of personal financial planning including cash flow forecasting, tax planning, evaluating all insurance needs, investment analysis, and strategies for meeting long-term goals for education, retirement and estates. Instructional Method: Face-to-Face instructional delivery during Spring semester. Prerequisite: ACCT-2110, ACCT-4251, ACCT-4260, ACCT-4265, FIN-3110, FIN-3501, FIN-4201, and MATH-2100.