AP/ADMS4506 3.0 M: Professional Financial Planning
Offered by: ADMS
Session
Winter 2020
Term
W
Format
LECT
Instructor
Calendar Description / Prerequisite / Co-Requisite
Students learn to plan professionally. They prepare integrative case studies and play the role of advisors while the Instructor plays the client. Each student creates a comprehensive financial plan for a family. If required, the Instructor will assist the student in finding a suitable family. This course is a registered capstone course for the Financial Planning Standards Council. Prerequisite: AP/ADMS 4505 3.00.
Course Website
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Course Syllabus Attachment
Relevant Links / Resources
- Academic Honesty
- Student Rights and Responsibilities
- Religious Observance
- Grading Scheme and Feedback
- 20% Rule
No examinations or tests collectively worth more than 20% of the final grade in a course will be given during the final 14 calendar days of classes in a term. The exceptions to the rule are classes which regularly meet Friday evenings or on Saturday and/or Sunday at any time, and courses offered in the compressed summer terms. - Academic Accommodation for Students with Disabilities
