Registration for Fall 2024 is open through 11:59PM, August 18.
Important Dates for Fall 2024
August 18: Last day to register for classes
August 19: First day of class
December 1: Last day of class
December 5-10: Final exams
December 16: Final grades posted
Withdrawal & Refund Schedule
Date of Withdrawal | Percent of Course Fee Refunded
On or before August 25: 90%
After August 35 and on/before September 22: 60%
After September 22 and on/before October 27: 30%
After October 27: No refund
About FPCC 441 Financial Plan Development & Capstone
This course gives a comprehensive overview of the financial planning process, including data collection, techniques for financial planning, examination of financial statements, and presenting to clients. Students will produce a comprehensive written financial plan for a client. As a result of your participation in this course, you will be able to:
- Demonstrate a comprehensive understanding of the content found within the financial planning curriculum to formulate a written financial plan for a client.
- Collect all necessary qualitative and quantitative information required to develop a financial plan.
- Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
- Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
- Effectively communicate the financial plan, both orally and in writing.
- Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
- Apply the CFP Board Financial Planning Practice Standards to the financial planning process.
Please read the following information before enrolling in this course:
Prerequisites
All students are expected to have a firm grasp of education planning, tax planning, retirement planning, investment planning, risk management, and estate planning before enrolling in this course. Specific learning objectives for these topics can be viewed in the appendix of the Exam Candidate Prep Toolkit (PDF opens in a new tab).
Expected Time Commitment
- The Capstone course is the most time intensive course in our program. Only you know how much time you have each week to dedicate to the course requirements.
- For Fall and Spring semesters (15-weeks in length), students can expect to spend 8-10 hours per week.
- For Summer semesters (10-weeks) students can expect to spend 10-12 hours per week.
Textbook Information & Course Access
The course registration system will automatically place you into the course, but you may not see content until August 19. The username and password that you select during the course registration process will be the same credentials you use to access the course. Textbook information will be provided to you before the semester begins.
Disclaimer
Courses taken for Extended Learning Credit do not count towards a degree at Texas A&M University and are not transferrable to an academic program. These courses are considered continuing education and fulfill the CFP Board’s financial planning education verification requirement to qualify for the CFP® exam. Texas A&M does not award the CFP® marks.
