FP 7: Financial Planning Capstone

In an environment of great uncertainty—in which clients often turn to their financial planners for advice on a wide range of complex issues—it is increasingly important that a financial planner has the skills to communicate recommendations in a clear, fair, and relevant manner. This relatively new financial planning communications course was designed to help assess and strengthen such skills. The course applies the technical knowledge students gained from various financial planning topics into various “real-life” client scenarios. Students will quickly see that, while technical knowledge is important, the ability to communicate complex financial planning techniques to an average client is perhaps equally as important.

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