FPL 4390 Financial Planning Capstone
This capstone-style course integrates the full financial planning curriculum through comprehensive case studies. Students apply knowledge from prior coursework in investments, insurance, retirement, taxation, and estate planning to develop a holistic financial plan. Emphasis is placed on critical thinking, ethical decision-making, client communication, and developing professional recommendations within an integrated planning framework. Students complete written plans, presentations, and quantitative analyses reflecting real-world client scenarios.
Offered
As Needed