This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.
Review the financial planning CFP® Board topics, including ethics and principles of communication and counseling
Apply the process and techniques for preparing and presenting a financial plan
Meet the course requirements for the CFP Board education standards
About this course:
This capstone course bridges academic coursework with actual practice management by introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial planning CFP(r) Board topics, including ethics and principles of communication and counseling. Classes also review/apply the process and techniques for preparing and presenting a financial plan in an environment of non-liability. This course fully meets the financial plan development course requirement to CFP Board's education standards, effective January 1, 2012. This course may also be taken by individuals who plan to sit for the CFP Examination on a "challenge status" (e.g., CPA, JD, CFA(r), ChFC, CLU).
Prerequisites
Completion of the other seven required courses in the Personal Financial Planning Certificate.
Winter 2026 Schedule
Date & Time
Details
Format
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This section has no set meeting times.
Future Offering (Opens November 03, 2025 12:00:00 AM)
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