Rutgers University 3 credits 393
The objective of this course is to provide the student a platform to apply his or her knowledge of the financial planning six-step process through a case analysis. The student is expected to have a solid foundation in the process and it is assumed that he or she has already completed or is concurrently enrolled in classes in the six core areas of financial planning. The course goes beyond the technical knowledge of the process to develop the student's ability to integrate, apply, and communicate his or her knowledge to a client. CFP requirement. Prerequisites: 29:390:315 and 329. Corequisites: 29:393:341, 466, 467, 469, 495.
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