The student will be able to: 
Document a mastery of financial planning topics using an advanced
integrative perspective.
Effectively apply and integrate detailed client data in the
formulation of a financial plan. 
Exhibit expert communication techniques in the presentation of a
financial plan, both orally and in writing. 
Document an advanced aptitude in collecting all necessary and
relevant qualitative and quantitative information required to
develop a financial plan. 
Demonstrate sophisticated planning competencies designed to meet
each client’s objectives, needs, and values. 
Demonstrate a highly developed logic and reasoning to identify
the strengths and weaknesses of various approaches to a specific
problem. 
Synthesize the impact of economic, political, and regulatory
issues within the financial planning process. 
Apply the CFP Board Financial Planning Practice Standards to the
financial planning process.

Practice Standards
Ethical Considerations
Fee Structures
Regulation of Financial Planners 
Certification of Financial Planners 
Financial Planning Process 
Cash Flow Management
Asset Management
Budgeting
Risk Management Planning 
Saving and Credit Planning 
Tax Planning 
Investment Planning 
Retirement Planning 
Education Funding Planning
Estate Planning 
Employee Benefits
Retirement Distribution Planning
Life Planning and Behavioral Financial Planning