Sr. Financial Planning Colloquium (BUSN 451)
Term: 2021-2022 - SPRING
Professional Designations:
CFP® Certified Financial Planner®practitioner
ChFC® Chartered Financial Consultant
This is a capstone course that involves a comprehensive integration of the principles and concepts developed in the other courses comprising the financial planning curricula. Students will engage in a simulation in which they assume the role of financial planners who develop a comprehensive written financial plan for a client. Prerequisites or corequisites: Busn 305, Busn 310, Busn 440, Busn 450, and graduating senior. Offered: Spring.