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Course Information

Sr. Financial Planning Colloquium (BUSN 451)

Term: 2021-2022 - SPRING

Faculty

Teddi Jo Paulson

Professional Designations:

CFP®       Certified Financial Planner®practitioner

ChFC®    Chartered Financial Consultant

MBA       Master in Business Administration 

Description

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.