FINC-526 Case Analysis and Financial Plan Development

This course synthesizes the principles and practices of financial planning. The student will 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, and effectively communicate the financial plan, both orally and in writing, including information based on research; peer, colleague, or simulated interaction; and results emanating from synthesis of material. The student will collect all necessary and relevant qualitative and quantitative information required to develop a financial plan, and analyze personal financial situations, evaluating clients' objectives, needs, and values to develop an appropriate strategy within the financial plan. The student will demonstrate logic and reasoning to identity 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, and apply the CFP Board's Financial Planning Practice Standards to the financial planning process. Students will also integrate biblical principles of leadership, discipleship, stewardship, decision-making, question-asking, and goal-setting involved in the financial planning process. Prerequisite: Successful completion of all financial planning courses

Credits

3

Notes

3