Class does not meet on Thursday, March 16.
An early bird discount of $75 is available until 1/6/2023. Use code EBSP23CAP in the shopping cart when you checkout.
The Financial Plan Development course serves as the capstone for the Financial Planning Certificate Program. This case-study class structure differs from the traditional lecture class in that you must take a more active role in the learning process. You will be required to complete a hypothetical directed case involving a written comprehensive financial plan and an oral presentation and defense of the comprehensive financial plan. This experience will help you prepare for the CFP Board’s comprehensive exam and serve as a model for application as a professional.
Successful completion of all six Financial Planning core courses.
Students who satisfy the CFP Board’s education requirements through the possession of an existing professional credential or an approved academic degree may be eligible to enroll in the Financial Plan Development (Capstone) course by taking advantage of the CFP Board’s “Accelerated Path” program. For more information on Challenge Status and eligibility, please visit the CFP Board website.
All courses in the Certified Financial Planning program are based on the most recent textbook edition available from the publisher. Contact our office if you have any questions regarding book editions or ordering. Students are encouraged to purchase books early in order to have them for the first week of class.
Financial calculator. One of the following is recommended: HP 17BII+, HP10BII, HP12C, TI BA 11 Plus, EL 738C
Financial Planning Practice Standards
Materials from your previous financial planning courses