This course builds upon the material in courses FP 100 through 600. Emphasis is
on the applications of how to build a strong financial planning plan using concepts
that are used in every day practices. The "capstone like" course utilizes case studies
and mini-cases to tie together the various disciplines studied in the individual
prior courses into a comprehensive financial planning process. Students are required
to formulate a client financial plan in both written and oral presentation.
Upon successful completion the Capstone offerings, students are eligible to sit
for CFP® Certification Examination given each year in March, July, and November.
The programs are offered in both Traditional and Online formats.
The university partnered programs do accept transfer students from other curriculums.
All instruction, and textbooks are included in the price of the course.