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Course Description

In this advanced course, students will integrate the concepts learned in previous coursework to create a comprehensive financial plan for a client. Students will work on a final project where they will prepare and orally present a comprehensive financial plan to faculty, which will be recorded as a self-recorded video. Additionally, students will gain hands-on experience with financial planning software, advanced financial calculators, and Microsoft Excel. A solid understanding of education planning, tax planning, retirement planning, investment planning, risk management, and estate planning is essential for enrollment.

Course Outline

  • Introduction & Role of a Planner
  • Time Value of Money
  • Education Funding
  • Cash Management
  • Insurance, Part 1
  • Insurance, Part 2
  • Investments, Part 1
  • Investments, Part 2
  • Tax Planning
  • Retirement Planning, Part 1
  • Retirement Planning, Part 2
  • Estate Planning, Part 1
  • Estate Planning, Part 2
  • Putting it all Together
  • Final Case & Presentations

Learner Outcomes

The CFP Board has established learning objectives that will help guide the core requirements of this course.  As a result of your participation in this course, you will be able to:

  1. 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.
  2. 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.
  3. Collect all necessary and relevant qualitative and quantitative information required to develop a financial plan.
  4. Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
  5. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
  6. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
  7. Apply the CFP Board Financial Planning Practice Standards to the financial planning process.

Notes

Chrome web browser is recommended. You may experience technical difficulties with Microsoft Edge.

Prerequisites

Required Prerequisites: Completion of the following courses with a 'C' or better:

  • FPCC 435 Financial Planning Fundamentals
  • FPCC 436 Insurance & Risk Management
  • FPCC 437 Tax Planning for Professionals
  • FPCC 438 Investment & Portfolio Management
  • FPCC 439 Retirement Planning & Employee Benefits
  • FPCC 440 Estate Planning

We allow students to take one prerequisite course concurrent with FPCC 441 Financial Plan Development & Capstone. Students can choose from one of the following courses: FPCC 436 Insurance & Risk Management; OR FPCC 438 Investment & Portfolio Management; OR FPCC 440 Estate Planning.

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Enroll Now - Select a section to enroll in

Section Title
441 Financial Plan Development - Spring 2026
Language of Delivery
English
Type
Online, fixed date
Dates
Jan 12, 2026 to May 11, 2026
Course Fee(s)
Contract Fee non-credit $575.00
CEUs
4.5 CEUs
Drop Request Deadline
No drop request allowed after enrollment
Transfer Request Deadline
No transfer request allowed after enrollment

Section Notes

The first day of class for Spring 2026 is Monday, January 12. Content will be made available to you on the first day of class.

 

Refund Policy:

In case something comes up during the semester and you need to withdraw from the course, our Withdrawal and Refund Policy is below.

Date of Withdrawal | Percent of Course Fee Refunded

  • On or before January 18: 90%
  • After January 18 and on/before February 15: 60%
  • After February 15 and on/before March 22: 30%
  • After March 22: No refund
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