This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite six course CFP curriculum. Students will participate in developing a complete financial plan through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required.
This course is offered online through a consortium of accredited colleges and universities. Instruction is provided by faculty employed by partner institutions within the consortium, with technology and administrative support provided by Rize Education. Oversight of courses offered through the consortium are reviewed and approved by Illinois College. Students register through Illinois College and receive academic credit from Illinois College.
