May 04, 2024  
SGPS College Catalog 2021-2022 
    
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SGPS College Catalog 2021-2022 [ARCHIVED CATALOG]

MSF 595 - Cases in Financial Planning

3.00 credits.
Designed to meet the CFP Board Financial Plan Development Course Requirement, Cases in Financial Planning is a capstone financial planning course required for the CFP® Certification. MSF 595 allows students to synthesize and integrate different aspects of effective financial planning gained in other CFP program courses to server clients’ needs. By design, the course requires students to apply various tools, techniques, and strategies of financial planning to a comprehensive case study that emphasizes applicable financial planning knowledge and skills with which a financial service professionals shall be equipped to best service clients.