BUS 368: 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. (Prerequisites: Sophomore status). Successful completion of BUS 361-366 & 367