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Mar 18, 2026
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2025-2026 Academic Catalog
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FP 490 - Financial Planning Capstone
3 Credit Hour(s)
This course focuses on the application of the knowledge base acquired in the prerequisite courses as part of the financial planning process. Emphasis will be on financial planning functions including data acquisition, the analysis of data, critical thinking with regard to the client’s circumstances, the presentation of information and the subsequent recommendations to a client, and implementation addressing financial planning techniques and ethical issues.
Prerequisite(s): BUS 320 , FP 200 , FP 323 , FP 328 , FP 350 , FP 425 , and FP 426
Corequisite(s): FP 430
Liberal Arts Core Fulfillment: 6.1 & 6.2 Senior Capstone Experience
Offered: Spring
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