Financial Planning Capstone for Accelerated Path

Registration for Summer 2023 will open on April 5.

Important Dates for Summer 2023
May 29: Last Day to Register for Classes
May 30: First Day of Class
August 10: Last Day of Class
August 15: End of the semester / Final grades released

FPCC 441 Financial Plan Development & Capstone for Accelerated Path

This course provides an overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. 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 and effectively apply and integrate this information in the formulation of a financial plan.
Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.
Collect all necessary and relevant 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.
Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
Apply the CFP Board Financial Planning Practice Standards to the financial planning process.

Please review the following information before registering for the course:

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.

In the Fall and Spring semesters (15-weeks in length), students can expect to spend 8-10 hours per week. In the Summer semesters (10-weeks in length), students can expect to spend 10-12 hours per week. If you don’t have a firm grasp of the topics mentioned above, you may have to spend more time each week to master the content.

Withdrawal & Refund Schedule for Summer 2023:
Date of Withdrawal | Percent of Course Fee Refunded
On or before June 4*: 90%
After June 4 and on/before June 25: 60%
After June 25 and on/before July 23: 30%
After July 23: No refund

* 10% is retained to cover processing costs and enrollment fees charged to us by university business services.
To initiate the withdrawal process, you must contact us directly via email. We cannot issue a refund otherwise.

Textbook Information & Course Access:
The course registration system will automatically place you into the course, but you may not see content until May 30. 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.