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Course Information

FINANCIAL PLAN DEVELOPMENT (BUS 368)

Term: 2024-2025 Academic Year Fall

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Description

This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite six-course CFP curriculum. Students will participate in developing a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required. (Prerequisites: Sophomore status). Successful completion of BUS 361-366 & 367