Schedule
Tue, 7:45 PM - 9:55 PM (9/5/2012 - 12/18/2012) Location: MAIN CASEY C101
Tue, 7:45 PM - 9:55 PM (9/5/2012 - 12/21/2012) Location: MAIN CASEY C101
Description
This capstone course integrates the learning acquired through the core classes within the personal financial planning concentration, and is a required prerequisite to qualify for the CFP(R) national exam. This course will challenge the student by utilizing case studies that will simulate cases presented on the national exam. Topics include: financial planning, insurance, investment planning, income tax, trust and estate planning, employee benefits and retirement planning.