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Oct 09, 2026
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CFP 307 Financial Plan Development
3 credits
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.
Prerequisite(s): Only open to students in the Business Administration major specializing in Certified Financial Planning.
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