Examination of advanced professional issues in financial planning, including ethical dilemmas, regulatory compliance, certification requirements, and normative financial planning practice standards. Students are expected to document mastery of financial planning topics using an advanced integrative perspective in the development of a comprehensive financial plan.

Examines advanced professional issues in financial planning, including ethical dilemmas, regulatory compliance, certification requirements, and normative financial planning practice standards. Students are expected to document mastery of financial planning topics using an advanced integrative perspective in the development of a comprehensive financial plan.