PFP 480 - Financial Planning Capstone

Description:
Develops the concept of a comprehensive plan. Reviews of each of the major aspects of financial planning in the context of a comprehensive case. Students will synthesize all information and create a comprehensive financial plan for a client. Analyzes the financial planning profession and the various types of financial planning models.

Prerequisites:
Prerequisites: (FIN 370 and PFP 310 and ACCT 303 with a minimum grade of C) AND FIN 475 and PFP 440 and PFP 450 and PFP 460 and admission to a College of Business major.

Credits: (5)

Learner Outcomes, Activities and Assessments

Learner Outcome	Activity (optional)	Assessment
Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate this information in the formulation of a financial plan.		Written case analysis and presentation
Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.		Written case analysis and presentation
Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.		Written case analysis and presentation
Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.		Written case analysis and presentation
Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.		Written case analysis and presentation
Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.		Written case analysis and presentation
Apply the CFP Board Financial Planning Practice Standards to the financial planning process		Written case analysis and presentation