Apr 12, 2024  
2020-2021 Undergraduate Catalog 
2020-2021 Undergraduate Catalog [ARCHIVED CATALOG]

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PFP 480 - Financial Planning Capstone

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: a grade of C- or higher in PFP 310 AND PFP 440 AND PFP 450 AND PFP 460 AND (ACCT 303 or ACCT 340) AND (FIN 475 or PFP 475) and (admission to a College of Business major OR enrollment in the Personal Financial Planning Certificate).

Credits: (5)

General Education Category: CE - Culminating Experience

Learner Outcomes:
Upon successful completion of this course, the student will be able to:

  • 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
  • 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
  • Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan
  • Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan
  • Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem
  • Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan
  • Apply the CFP Board Financial Planning Practice Standards to the financial planning process

Learner Outcomes Approval Date:

Anticipated Course Offering Terms and Locations:
Fall Locations: Ellensburg Spring Locations: Ellensburg

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