Feb 05, 2023  
2015-2017 Undergraduate Catalog 
    
2015-2017 Undergraduate Catalog [ARCHIVED CATALOG]

FERM 4800 - Family Financial Planning Capstone Class (3)


This capstone course is designed for students to demonstrate the skills to develop integrated financial plans for clients and communicate their planning recommendations to those clients. Select topics included are ethics and professional responsibilities, laws, regulations, client communication, decision making, writing a financial plan, and implementing and monitoring the plan. Students are expected to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini-case studies, and calculation templates. Prerequisite(s): FERM 3500 , FERM 3600 , FERM 3700 , FERM 4100 , FERM 4200 , and FERM 4300 . Offered online only