This course will require the student to give informed advice on moderately complex personal financial planning scenarios. Technical knowledge areas will include debt, insurance, investment, with emphasis on financial analysis, retirement, estate planning and taxation. Relevant retirement and estate planning tools will be used. The Financial Planning Capstone is an integrated financial planning course requiring the preparation and presentation of a professional industry level financial plan covering at least four of the six financial planning components. Cases from industry clients will be sourced for this project.


75 credits of 100-level or higher coursework including [BFIN 286 or BFIN 306] and [BFIN 351 or BFIN 321]; OR 75 credits of 100-level or higher coursework including BFIN 386; OR 6 NABU credits and BFIN 306

Course Notes

BFIN 486 is an approved Experiential course for Cap Core requirements.

Course Outlines

Please note: Course outlines of record posted may vary from the section syllabus distributed by each instructor (e.g. textbooks, assignments, timing of midterms).


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