FP 400: Financial Plan Development

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 only offered online and is offered through a course-sharing consortium agreement.