WMGT 450 Capstone Case in Financial Planning
This capstone course is designed to allow students to examine a variety of cases in financial planning and create comprehensive financial plans by applying knowledge obtained in major areas of financial planning, including fundamentals of financial planning, education planning, risk management and insurance, investment planning, tax planning, retirement planning, and estate planning. Students will enhance the knowledge, skills, and abilities to attain CFP(r) certification by analyzing hypothetical clients' situations.
Offered
Spring