Use of Case Studies in the Capstone Course
An FPSC-approved Capstone Course, the second and final education requirement for CFP® certification, emphasizes fundamental financial planning practices, application and integration of the financial planning areas and the professional skills that are essential to the financial planning profession.
A key part of the Capstone Course is the completion of an independent financial plan based on a real-life case, providing an invaluable opportunity to practice financial planning in an educational setting. You will use one of the following case studies, as directed by your instructor, to build your competence and help contribute to your future success as a Certified Financial Planner® professional.
Case narratives and financial statements used in the case studies are based on actual client experiences provided by CFP professionals.
About the Cases and Accompanying Resource Materials
Cases are purchased individually and will be delivered as secured electronic files. You will have the ability to electronically highlight sections and make notes on the document.
Along with each case, you will receive access to the following resource materials:
- A Model Financial Plan that you may consider in structuring your own plan, based on guidance from your Capstone Course instructor
- Cash Flow and Net Worth statements (if applicable), reflecting the client’s current situation that you may use as a starting point for your own projections
In your work with the cases, you may also refer to the Standards of Professional Responsibility for CFP Professionals and FPSC Level 1® Certificants in Financial Planning and the CFP Professional Competency Profile.