FSMA7123

The primary purpose of this course is to bring together all the academic and professional knowledge you have learned so that you will be able to launch successfully into the professional world. This course focuses on the application of the knowledge base acquired in the prerequisite courses as part of the financial planning process. Emphasis will be on the analysis of data, critical thinking with regard to the client's circumstances, the presentation of information and the subsequent recommendations to a client. The interrelationship of all planning areas in the construction of a comprehensive plan will be highlighted. Assignments, presentations, quizzes, and other evaluations will be used to hone the student's analytical, presentation, and financial planning skills.