MT307
Capstone Financial Planning
Global Business Management
Undergraduate
Credits
3
Course Description
This online course is offered in partnership with the LCMC and Rize Education. The course has live sessions, but it may have a different start date than other Regis courses.
This course integrates financial planning topics learned in the previous courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. Students will learn how to construct a plan according to CFP Board's Financial Planning Practice Standards and client objectives. NOTE: This course is not delivered with Moodle and students are required to use the Brightspace Learning Management System.
This course integrates financial planning topics learned in the previous courses and demonstrates how to apply this knowledge to the development of a comprehensive financial plan. Students will learn how to construct a plan according to CFP Board's Financial Planning Practice Standards and client objectives. NOTE: This course is not delivered with Moodle and students are required to use the Brightspace Learning Management System.
Academic Level
Undergraduate
School
Sloane School of Business and Communication
Course Type
Rize