BUSINESS F732 / Personal Financial Planning and Advising

3 unit(s)

Prerequisite(s): BUSINESS F725 OR enrollment in the Blended Learning Part-time MBA Program.

This course integrates other courses taken to prepare for the CFP (Certified Financial Planner) exam, which is set by the Financial Planners Standards Council. Students will demonstrate their understanding of all the concepts, including the ethical considerations of managing a financial planning practice by preparing a major financial planning project.