Capstone in Financial Planning (FPVII)
CAPSTONE IN FINANCIAL PLANNING
There are seven required courses within the program: Fundamentals of Financial Planning; Insurance Planning; Investment Planning; Income Tax Planning; Retirement Planning & Employee Benefits; Estate Planning; and Capstone in Financial Planning.
An integral aspect of the program is the utilization of, and reliance on, the collaboration of study teams that have found to be effective in higher levels of educational programs. The study teams are formed in the first session and work closely to complete both in-class workshop exercises as well as weekly assignments and the end of course oral presentation of a Personal Financial Plan. Sessions are comprised both of class presentations of learning objectives and study concepts as well as instructor supervised team hands-on Workshops. Workshops, study team assignments, and final team oral presentations encompass the application of valuation and analytical tools inclusive of Excel, Power Point, Word, and financial calculators.
You Will Learn To
Pace University’s Capstone in Financial Planning course encompasses an in-depth and comprehensive process for the complete development of a Personal Financial Plan as required by the CFP Board. The course incorporates all the aspects and competencies of the Financial Planning Certificate educational curriculum relevant to Cash Management, Budgeting, Insurance/Risk management, Investment Planning, Retirement Planning, Employee Benefits, Income Tax Planning and Estate Planning.
Who Should Enroll
Participants in a Registered Financial Planning Educational program that enrolled on or after January 1st, 2012 are required to complete the Capstone in Financial Planning course prior to sitting for the national comprehensive CFP® examination. Given the objectives of the course, it would also be of value to both current CFP® practitioners as well as program participants that were enrolled prior to the January 1st, 2012 date. Professionals providing financial planning counseling in the Financial Services sector interested in learning the integral aspects of a total Personal Financial Plan would also benefit from the course.
Total of 45 to 50 classroom hours - Saturdays, 9:00 am – 5 pm
Instructor-led. Our instructors are all working in their field, bringing their professional experience and connections to the classroom.
Qualifies for 45 CPE credits
- 3-Day Business Analysis Training
- Master's Certificate in Business Analysis
- PMP 5-Day Express
- Certificate in Hands-on Project Management
- Audit and Assurance Update
- Current Regulatory and Accounting Environment
- Information Systems, Audit and Ethics
- Tax Update for Accountants: 2012
- Fraud and Forensic Accounting
- Financial Assets and Derivatives
- CFP® Exam Review Program
- Financial Calculator Workshop
- Elder Law and Planning
- Microsoft Project
Introduction and Overview- The integral components of a comprehensive Personal Financial Plan applicable to each of the 6 steps of the Financial Planning Process
Application of valuation and forecasting methods
Development of appropriate reasonable and probable long-term economic assumptions needed in the development of planning and forecasting: a) Life Insurance Needs Analysis b) Expected value and portfolio development c) Portfolio development and risk/probability analysis d) Retirement income planning.
Financial Planning Projections- Life Insurance Needs, Retirement Income Planning needs.
Case Analysis encompassing:
1) Data and assumptions
2) Financial statements
3) Income taxes
5) Portfolio asset allocation
6) Retirement Plans
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.