2025 Spring: 441 Financial Planning Capstone

NOTE: This course starts on January 13 and ends on May 12. 

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.

Prerequisites:

Students should complete the following courses before enrolling in Capstone: 435, 436, 437, 438,  439, and 440. We do allow students to take one course concurrently with 441. We suggest not taking 437 or 439 concurrent with Capstone.

About this course:

This course walks students through the creation of a comprehensive financial plan for a real client. Students need to have a firm grasp of education planning, tax planning, retirement planning, investment planning, risk management, and estate planning before enrolling into this course.

Core areas we focus on in this course include all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. We also incorporate case analysis, ethics and professional conduct, use of financial planning software, advanced financial calculator usage, and usage of Microsoft Excel. This class is required for anyone who wishes to qualify for the CFP® Exam.