CFINL 3307 Financial Plan Development
This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite 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.
Prerequisite
CFINL 3301, CFINL 3302, CFINL 3303, CFINL 3304, CFINL 3305, CFINL 3306