Courses

CCP 179:  Capstone

This course is designed to bring together all information from all courses.  This course focuses on all the specific content areas required to become a successful financial planner which include the ethics of the profession as well as the knowledge and skills required to prepare a financial plan.

Refer to the more detailed topic list in CFP Board’s Guide to CFP® Certification.

• Client and Planner Attitudes, Values, Biases, and Behavioral Characteristics and the Impact on Financial Planning
• Principles of Communication and Counseling
• Written Comprehensive Financial Plan Development
• Oral Presentation of the Plan
• Case Study Analysis