• Capstone: Advanced Personal Financial Planning FIN 9029

    Our Capstone: Advanced Personal Financial Planning course gives you the opportunity to synthesize and integrate your personal financial planning knowledge and to practice applying that knowledge to complex personal financial planning cases. Learn to prepare a full financial plan, including the prioritization of financial planning issues and an explanation of recommended strategies.


    You must have completed the Financial Planning Standards Council (FPSC) core curriculum program. (An approved equivalent is also acceptable.)

    Contact Information

    Some courses require you to purchase a textbook. The cost of the textbook is not included in the course fee unless otherwise indicated. If there is a textbook assigned for this course, it will be listed on the bookstore website.