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. Course offered through LCMC Rize consortium partner.
Prerequisites
Sophomore standing; students must complete the financial planning course as a prerequisite and may only take a maximum of one concurrently with the capstone course.