Course Description

This Capstone Course is designed to help students integrate concepts, knowledge and skills acquired in earlier courses. Students will demonstrate a range of professional competencies and communication skills through case studies and oral and written reports. Working in groups, students will develop critical thinking and problem-solving skills and demonstrate their mastery of the material by developing a complete financial plan. Lectures will focus on the practical application and integration of all personal finance topics.


Prerequisites: (CACC 522 or AFA 517), (CFIN 501 or AFF 501), (CFIN 512 or AFF 512) and (CFIN 612 or AFF 612)

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