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: 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:
12/5/19

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