FIN 459 - Capstone in Financial Planning

1. Demonstrate a comprehensive understanding of the content found within the financial planning curriculum and effectively apply and integrate this information in the formulation of a financial plan (Capstone).
2. Effectively communicate the financial plan, both orally and in writing, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material (Capstone).
3. Analyze personal financial situations that includes both qualitative and quantitative information, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan (Capstone).
4. Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem (Capstone).
5. Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan (Capstone).
6. Apply the CFP Board Code of Ethics and Standards of Conduct to the financial planning process (Capstone).
7. Explain how a client’s risk tolerance, background, psychology, and values impact the financial planning process (H.65).  
8. Describe how cognitive biases impact the client goals, understanding, and decision making (H.66).
9. Identify sources of money conflict between and potential remedies (H.67).
10. Explain how counseling theory can be applied to communicating with clients (H.68).
11. Identify components of effective communications including active listening skills and appropriate counseling techniques (H.69).
12. Explain the impacts of unexpected financial emergencies on clients and strategies to deal with those emergencies (H.70).