Course Catalog 2025-2026

FIN 3073 Financial Plan Development

This course provides students an opportunity to demonstrate the knowledge learned through the prerequisite six-course CFP curriculum. Students will participate in developing a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required. PR: Sophomore status. Course fee.

Credits

3