Mar 28, 2024  
2019 - 2020 Saint Joseph’s College Online Catalog 
    
2019 - 2020 Saint Joseph’s College Online Catalog [Archived Catalog]

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CFP 307 - Financial Plan Development (Capstone)


This course integrates financial planning topics learned in the previous courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. Students will learn how to construct a plan according to CFP Board’s Financial Planning Practice Standards and client objectives. 

Online Course Modules included in this course: 

  • The Financial Planning Process 
  • Principles of Non-verbal Communication 
  • Principles of Communication and Counseling 
  • Establishing the Relationship 
  • Gathering Client Information 
  • General Principles of Financial Planning 
  • Insurance Planning and Risk Management 
  • Investment Planning 
  • Retirement Planning 
  • Tax Planning 
  • Estate Planning 
  • Developing Financial Planning Recommendations 
  • Writing a Financial Plan 
  • Presenting the Recommendations 
  • Conclusion 

 

Prerequisites & Notes
Sophomore status at home institution; successful completion of CFP301 - CFP306

Assignment Overview
For this 8-week course, students will engage in various weekly asynchronous activities on Brightspace (projects, videos, threaded discussions) and cooperative peer-project activities at a minimum of 6-hours weekly asynchronous engagement (48hrs).  Students should expect to devote 12 additional hours per week reading, writing, collaborating, and preparing assignments for this 8-week accelerated course (96hrs). 

Course Learning Objectives
Upon completion of this course, students are expected to 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. 


Credits: This course meets the requirements for a 3-credit undergraduate course delivered over an 8-week period of time.

Offered: Online



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