BUSN 451 Senior Financial Planning Colloquium
This is a capstone course that involves a comprehensive integration of the principles and concepts developed in the other courses comprising the financial planning curricula. Students will engage in a simulation in which they assume the role of financial planners who develop a comprehensive written financial plan for a client. Prerequisites or corequisites: BUSN 305, BUSN 310, BUSN 440, BUSN 450, and graduating senior.
Offered
Spring
Student Learning Outcomes
- Exhibit a thorough understanding of the content found within the Financial Planning & Wealth Management curriculum and successfully incorporate this information into the formation of a financial plan
- Gather all significant qualitative and quantitative information required to formulate a financial plan
- Analyze personal financial situations, evaluating clients' objectives, needs, and values to develop an appropriate strategy within the financial plan
- Display logic and reasoning in identifying the strengths and weaknesses of various approaches to reach a specific goal