FP 7: Financial Planning Capstone

In an environment of great uncertainty—in which clients often turn to their financial planners for advice on a wide range of complex issues—it is increasingly important that a financial planner has the skills to communicate recommendations in a clear, fair, and relevant manner. This relatively new financial planning communications course was designed to help assess and strengthen such skills. The course applies the technical knowledge students gained from various financial planning topics into various “real-life” client scenarios. Students will quickly see that, while technical knowledge is important, the ability to communicate complex financial planning techniques to an average client is perhaps equally as important.
Continuing Education Units (CEU) : 4.5

You'll walk away with

• The skills necessary to synthesize and apply elements of comprehensive financial planning in order to perform all functions of the financial planning process
• The requisite education to sit for the CFP® Certification Examination

Ideal for

• Students interested in satisfying the educational requirements to sit for the CFP® Certification Examination, including individuals eligible for the Accelerated Path
• Those interested in becoming financial planners