Description
Get Assistant With Liberty BUSI 489 Capstone in Financial Planning Entire Class
Course Detail:
This course will allow the student to create a written financial plan using the knowledge acquired from previous coursework 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 the student 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 the student to create comprehensive financial plans and prepare the student to take the national CFP® examination to become a Certified Financial Planner.
Measurable Learning Results:
Upon successful completion of this course, you will be able to:
- Formulate a financial plan using the financial planning curriculum from a qualitative and quantitative perspective.
- Develop an appropriate strategy based on a client’s objectives, needs, and values.
- Identify the strengths and weaknesses of various approaches to a specific problem.
- Integrate biblical principles within the financial planning process.
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Course Assignment:
Textbook Readings & Lecture Presentations
Course Requirements Checklist
After reading the Syllabus and Student Expectations, the student will complete the related checklist found in the Course Overview.
Discussions Sessions (2)
- Discussions are collaborative learning experiences. Therefore, there will be two (2) Discussions throughout this course.
- You are required to provide a thread in response to the provided topic that must be at least 300 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 two (2) other classmates’ threads.
- Each reply must be at least 200 words and integrate information drawn from experience and course-related information (books, articles, and presentations).
Financial Plan Assignment:
You will complete a financial plan for the hypothetical case from the textbook using the MoneyGuide Pro financial planning software.
Financial Plan Video Presentation Assignment:
You will create a video presentation of the MoneyGuide Pro Financial Plan delivery to a hypothetical client. It must be professional and delivered in a format that can be easily understood by the client.
Mini-Case Assignments (6)
There are six (6) Mini-Case Assignments in the course. You are expected to utilize the knowledge and skills obtained in previous courses in the CFP® curriculum to complete the Mini-Case Assignments. The Mini-Case Assignments cover all major areas of financial planning – some with one topic covered per case and others with more than one topic covered per case.
All Quizzes (6)
There are six (6) multiple-choice quizzes in the course. These quizzes are from the textbook and cover ethics, financial situation analysis, taxes, insurance, investments, retirement, and estate planning.
