Certified Financial Planner Program Capstone

Study casework examples that closely reflect the types you’ll encounter as a financial planner.

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Course details

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Certified Financial Planner Program Capstone

Study casework examples that closely reflect the types you’ll encounter as a financial planner.

What you’ll be able to do — competencies

  • Collect/review all necessary and relevant qualitative and quantitative information required to develop a financial plan and demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum 
  • Effectively apply and integrate this information in the formulation of a financial plan. · Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem 
  •  Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan 
  •  Apply the CFP Board Financial Planning Practice Standards to the financial planning process 
  • Evaluate the impact of economic, political, and regulatory issues with regard to the 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 

Course description

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The Financial Plan Development Capstone course will integrate the material from program individual courses. Students will take this course only when they have finished all previous program courses successfully or meet CFP Board criteria for challenge status.  
 
This course will be structured as a casework course with cases that will closely reflect the types of cases students may encounter as financial planner. Each student case will integrate discussed components to reflect the complexities of working with real-life clients in both written and oral format. 

Prerequisites

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  • Students should have acquired knowledge in accounting, financial calculator protocol, finance, and economics, through extensive job experience 
  • Students are presented with real world experiences along with curriculum  
  • Review student eligibility 

Syllabus

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Weekend 1:  

  • Mini case calculations  
  • Steps to the financial planning process  
  • Behavioral finance · ethics 
  • General principles exam · 
  • Insurance exam  
  • Hodges I  
  • Live review discussion 

Weekend 2: · 

  • Investment exam  
  • Bad behavior  
  • Planning without a computer  
  • Hodges II  
  • Income Tax exam 

Weekend 3:  

  • Retirement exam  
  • Hodges III  
  • Estate exam  
  • Capstone celebration 

Next available start dates

We aren’t currently offering this course, but we do update our course offerings on a regular basis. Please check back or browse our catalog for more courses that may be available now.

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