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This course applies students' knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate into a prioritized comprehensive financial plan core financial planning disciplines of: -Retirement -Investment -Risk management -Income tax -Employee benefits -General principles * Students are eligible to enroll in the capstone course (HS 333) after completing the first 6 courses of the curriculum in both the CFP Certification Education Program and the ChFC program (HS 300, HS 311, HS 321, HS 326, HS 328, HS 330). HS 333 is a course designed to bring together elements from all of the previous foundation courses, and prepares students to synthesize and apply their knowledge of the financial planning process, insurance, taxation, investments, retirement, and estate planning through the delivery of a comprehensive financial plan. 000279 CFP<sup>®</sup> ChFC<sup>®</sup> Single Course 7 1.00 Financial Planning Professional Designations & Certifications Early Career Professional Mid Career Professional No No 0002791 0
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Case Studies present personal finance issues in the context of real-life situations with all their ambiguities. Students will explore decision-making, develop communication skills, and make choices when there is no “right” answer.
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Personal Financial Planning, Fourth Edition by Benedict Koh, Wai Mun Fong
Get full access to Personal Financial Planning, Fourth Edition and 60K+ other titles, with a free 10-day trial of O'Reilly.
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18. Case Studies on Financial Planning
Introduction
In this chapter, we introduce three case studies to illustrate how financial planning is carried out for singles, young couples and mature couples with children. The concerns and needs of singles, young couples and mature married couples are different. In the case of singles, they are primarily concerned with their own financial well-being as they have no dependents to care for. Hence, financial planning for singles involves planning for their housing, protecting their income during their working life and planning for their retirement.
As regards young couples, they are primarily concerned with ...
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Personal Financial Planning Capstone
This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.
What you can learn.
- Review the financial planning CFP® Board topics, including ethics and principles of communication and counseling
- Apply the process and techniques for preparing and presenting a financial plan
- Meet the course requirements for the CFP Board education standards
About this course:
Fall 2024 schedule.
Enrollment limited. Early enrollment required. Internet access required. Materials required.
This hybrid section is made up of In Person and Online instruction.
International Students: This hybrid section is considered In Person for immigration purposes.
Winter 2025 Schedule
This course applies towards the following certificates & specializations…
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Case Study: Young and Ambitious
IMAGES
VIDEO
COMMENTS
2021 Case Study
7. dy 12: Susan Wood249Case. Study FactsToday is December 31, 2018. Susan Wood has come to you, a CFP® professional, for help in developing a. plan to accomplish her financial goals. From your initial meeting together, you. UND AND INFORMATIONSusan Wood (Age 50)Susan and her brother, Glen East, along with their mother, Maude, own E.
Financial Planning Challenge 2022. ten Financial Planning Case StudyThe first phase of the competition consists of a financial planning cas. study for a hypothetical client. Students must assess the client's needs and prepare a comprehensive financial plan for the. lient based on the data provided. Use of commercially available financia.
There are two approaches for using this edition of Personal Financial Planning: Cases and Applications. One approach is to teach a case financial plan development course. In the Personal Financial Planning: Cases and Applications textbook, students are presented with 10 case studies that can be used to simulate real-world cases that
This course applies students' knowledge and skill set in personal financial planning techniques to a comprehensive case study. Students will integrate into a prioritized comprehensive financial plan core financial planning disciplines of: -Retirement -Investment -Risk management -Income tax -Employee benefits -General principles * Students are eligible to enroll in the capstone course (HS 333 ...
Financial Planning Challenge 2019. Phase 1: Written Financial Planning Case Study. The first phase of the competition consists of a financial planning case study for two hypothetical clients. Students must assess the client's needs and prepare a comprehensive financial plan for the clients based on the data provided.
Case Studies present personal finance issues in the context of real-life situations with all their ambiguities. Students will explore decision-making, develop communication skills, and make choices when there is no "right" answer. To help get you started, NGPF has created support guides to walk you through how to complete case studies with ...
financial planning. They agree to a Scope of Engagement for financial planning that includes all seven steps of the financial planning process. The Millers provide Joe information about their personal and financial circumstances. Joe tells the Millers more about his practice and his firm. Joe prepares and provides to the Millers an Engagement
In this chapter, we introduce three case studies to illustrate how financial planning is carried out for singles, young couples and mature couples with children. The concerns and needs of singles, young couples and mature married couples are different. In the case of singles, they are primarily concerned with their own financial well-being as ...
Study with Quizlet and memorize flashcards containing terms like When revising a budget, it is important to make choices that allow you to continue ____________ money., Buying a new car can create a financial challenge because, To revise a monthly budget, changes in which categories might need to be addressed? Check all that apply. and more.
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Study with Quizlet and memorize flashcards containing terms like You have a new goal of saving at least $4,500 over the course of the next year. You already have $900 saved. By how much would you need to increase your monthly net savings in order to meet this goal? A. $100 B. $150 C. $200 D. $250, Open this link to read more about how credit card interest works. Use this information to ...
Future Offering (Opens November 04, 2024 12:00:00 AM) See Details. Instructor: Dan Casey. 400773. Fee: $895.00. Online. Updating... This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client.
Students taking this course will be exposed to case analysis and integration of the six (6) major areas of personal financial planning (Fundamentals of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning and Estate Planning). Instruction will be a combination of prerecorded virtual classroom and ...
Study with Quizlet and memorize flashcards containing terms like You will need to revise your budget to account for a car payment. Which expense category would be the most difficult to change or reduce?, Discretionary spending: $450 per month New car Insurance: $175 per month Gas: $100 per month Used car Insurance: $125 per month Gas: $100 per month According to your research, you need to ...
Financial Planning Challenge 2020. ten Financial Planning Case StudyThe first phase of the competition consists of a financial planning case s. udy for two hypothetical clients. Students must assess the client's needs and prepare a comprehensive financial plan for the c. ients based on the data provided. Use of commercially available financia.
The first financial plan requires you to set aside a lump sum now and invest in a time deposit earmarked for the car purchase. If the current interest rate is 4% per annum, you would need to save $32,004 now. The second financial plan involves saving a regular sum of $11,533 every year for three years.
Self-Directed Plan plus four 60-Minute Sessions over 1-year. Jamie used the PlanEasy platform to create her own financial plan and then reviewed it with an advice-only financial planner during a separate 60-minute session. With the help of the PlanEasy platform, Jamie created her financial plan by… Visually mapping income, spending, savings ...
Introduction to the Financial Planning Worksheet
Personal Finance. ISBN: 9781264101597. Table of contents. Solution. Verified. Answered 2 years ago. In this problem, we need to identify the main issues of financial planning for all three situations. For the first situation, the main issues of financial planning are investment management, school planning, retirement planning, long-term care ...
Accounting questions and answers. FIN 321 Personal Wealth Building Financial Plan Exercise using Financial Planning Software INSTRUCTIONS Attached please find the case study of James Wilson and Harold Newton. James and Harold are a same-sex couple and that have been together for seven years; they both live in the house that Harold owns.