FINA 2940 - Financial Plan Development and Case Analysis

4.5 Credits

Students engage in the capstone course in the Financial Planning program. This case-based class provides students with an opportunity to demonstrate competencies in financial planning and insurance principles, income tax planning, retirement planning and estate planning.

(CFP Board Approved Course Description)

Prerequisites: Instructor approval

Lecture Hours: 4.5
Lab Hours: 0.0
Internship Hours: 0.0
Clinical or Practicum Hours: 0.0

Course Objectives

Communicate a comprehensive understanding of the content found within the Financial Planning curriculum.
Formulate a financial plan that effectively demonstrates a comprehensive understanding, integration, and application of the content found within the Financial Planning curriculum
Advise clients of 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.
Determine all necessary and relevant qualitative/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 regarding the financial plan.
Evaluate appropriate counseling and communication techniques for use with individual clients.
Analyze how a client’s psychology, such as their financial comfort zone, socialization, money beliefs, and past financial experiences and behaviors impact their objectives, goals, understanding, decision making and actions.
Apply the CFP Board Financial Planning Practice Standards to the financial planning process.

(CFP Board Approved Course Objectives)

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