CFP 307 - Financial Plan Development (Capstone)

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.