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Course Description

This course will enhance the knowledge and skills of students seeking to attain CFP® certification, including the ability to deliver professional and competent financial planning services to the public. The course integrates financial planning subjects learned in 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. For the final project, students will prepare and present a comprehensive plan to the BU faculty.

Applies Towards the Following Certificates

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Enroll Now - Select a section to enroll in

Section Title
Capstone Course in Financial Planning
Type
Online
Dates
Mar 19, 2020 to May 15, 2020
Type
Lecture
Days
Th
Time
6:00PM to 9:00PM
Dates
Mar 19, 2020 to Apr 23, 2020
Schedule and Location
Contact Hours
18.0
Delivery Options
Blended  
Course Fee(s)
FP Tuition non-credit $995.00
Instructors
Reading List / Textbook

The Fundamentals of Writing a Financial Plan  1st edition by Grable, Kruger and Ford.  National Underwriter- Academic Series.  ISBN: 978-1-949506-36-5 

Textbooks for the Center for Professional Education are available at the BU Bookstore, 910 Commonwealth Bookstore.  You can also order them online at https://bu.bncollege.com/shop/bu/home

Students ordering directly from National Underwriter receive a discount.

Section Notes
This hybrid Capstone course schedule is aligned with the CFP Board exam schedule. This section is for students intending to sit for the exam in July 2019 or an exam being offered at a later date. Those looking to sit for the March 2019 exam should register for our online self-paced capstone course. 
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