FP 230

Personal Financial Planning Cases

3 Unit(s)

Uses case studies that apply financial planning principles to strategic personal wealth management for advising clients in the comprehensive financial and estate-planning approach. Topics include integrating and balancing client needs with financial products and strategies, update on taxation and new financial products, writing a comprehensive financial plan, presenting the plan, implementing the plan, providing periodic review, professional literature and resources, qualitative client factors and analysis, financial counseling techniques and computer resources. This course is the capstone in the Personal Financial Planning Certificate, the prerequisite for the MS in Advanced Financial Planning, and satisfies part of the educational requirements to sit for the CFP® examination. Prerequisite(s): FP 220, FP 221, FP 222, FP 223, FP 225, and FP 226.