Course DescriptionThis Capstone Course is designed to help students integrate concepts, knowledge and skills acquired in earlier courses. Students will demonstrate a range of professional competencies and communication skills through case studies and oral and written reports. Working in groups, students will develop critical thinking and problem-solving skills and demonstrate their mastery of the material by developing a complete financial plan. Lectures will focus on the practical application and integration of all personal finance topics.
This course includes on-campus section(s) for the Spring/Summer 2022 term. On-campus sections are identified in each section's detail summary as “Classroom” (and/or “Downtown” as the location). Visit COVID-19 Updates for Chang School Students for the most up-to-date guidance on attending on-campus classes.
RequisitesPrerequisites: (CACC 522 or AFA 517), (CFIN 501 or AFF 501), (CFIN 512 or AFF 512) and (CFIN 612 or AFF 612)
- Financial Planning : Required Courses