Capstone in Financial Planning – BUSI 689

Course Description

This course will allow the student to create a written financial plan using the knowledge acquired from previous course work in the financial planning classes. The student will use a software package to incorporate all the elements of a successful financial plan for a case study client.

For information regarding prerequisites for this course, please refer to the Academic Course Catalog.

Rationale

This capstone course in financial planning is the last course in the Certified Financial Planner (CFP®) program. The course allows students to apply knowledge and skills obtained in each of the other subject matter specific financial planning courses. The purpose of the course is to train students to create comprehensive financial plans and prepare students to take the national CFP® examination to become a Certified Financial Planner.

Course Assignment

Course Requirements Checklist

After reading the Course Syllabus and Student Expectations, the student will complete the related checklist found in the Course Overview.

Discussions (6)

Discussions are collaborative learning experiences. Therefore, the student is required to provide a thread in response to the provided topic. The thread must be at least 350 words and integrate information drawn from experience and course-related information (books, articles, and presentations). In addition to the thread, the student is required to reply to 2 other classmates’ threads. Each reply must be at least 250 words and integrate information drawn from experience and course-related information (books, articles, and presentations). Each thread must include at least 2 citations, and each reply must include at least 1 citation and biblical integration. (CLO: C, D)

CFP Rules of Conduct Assignment

The student will write a 3-page research-based paper in current APA format that focuses on the Rules of Conduct through the Certified Financial Planning Board of Standards, Inc. The paper must address each rule in detail and include a supporting biblical perspective for each rule. (CLO: D, F)

Mini-Case Study Assignments (2)

There are 2 short Mini-Case Study Assignments in the course. These assignments are from the textbook and cover various aspects of a financial plan, such as financial situation analysis, taxes, insurance, investments, retirement, and estate planning. (CLO: A, E)

Comprehensive Financial Plan Assignments (4)

Using the case study information and the financial planning software, the student is required to complete the Comprehensive Financial Plan for cases from the textbook. (CLO: A)

Financial Plan Presentation Assignment

The student is required to both create a PowerPoint presentation of the Comprehensive Financial Plan and record the presentation of the financial plan as if the client were present. In a real-life situation, the PowerPoint presentation would be used to present the plan to the client. The audio recording must be embedded in the PowerPoint presentation. The presentation must be professional and written in a format that can be easily understood by the client, and the recording must correspond with the appropriate slides. (CLO: D)

Case Multiple Choice Quizzes (4)

The student is required to complete case study multiple choice questions for 4 cases throughout this course. Each quiz will cover a specific case assigned for the module. (CLO: B)