A capstone in wealth management and financial planning where students develop a comprehensive client financial plan, reviewing CFP Board topics including ethics, communication, and counseling.
Offering recorded · Spring 2027 · Sources
Recent recorded grades — Spring 2025: 3.82 GPA, 94.9% A/AB (n=39 letter grades); Spring 2026: 3.96 GPA, 100.0% A/AB (n=41 letter grades). Includes jointly taught sections.
historical GPA · grades
Spring 2023–Spring 2026