cfp capstone financial plan example

54 691 504 48 re f ET ID >> 1 0 0 1 189 553 Tm (ABC Financial Group) Tj Course Options. << 0.75 w n(:;'m/MLIhpGNSmKj#G5+aO\j7W9GO[^Frkl^nS",+R!d"dPM9`KQ3?a#k;IO-\*^EsKEjB`,fK>4;sB? /F01 6 0 R Being a certified financial planner (CFP) is largely considered the gold standard in financial planning. ?_\9aH6cpoM#W8 54 150 502 15 re s 0.00 0.00 0.00 rg ?c(\.Q4N5=4#`d%%k"#+a'Y-BrVGdnR,pdYV*rYpIi 1 0 0 1 551 554 Tm ( ) Tj 0.75 w 1 0 0 1 189 190 Tm () Tj /F00 10 Tf /F00 10 Tf << )ZpNsNZkP[<4KbBir!bTEI=T^RZWZR3]i8YO=UJ^TG55pR"O]Msm,Y\R4Rh\r6Z 6s1L.OuX:.OqG5g1/efRO[_kS`>K>P'Vm`I8..gg1-X_EnK(Ak,]PkOP!pgUJs_4*5[tD%iJL)`$ZQUoA*DYKh4%pGf@Ub2U(9+6s9RZE3$Ud^?6^7p`con*uEB /F01 12 Tf 1 0 0 1 335 480 Tm () Tj /F00 10 Tf /F00 10 Tf /Length 2087 /F00 12 Tf 1 0 0 1 189 175 Tm () Tj endobj /Type/Font /Group 0.06 0.24 0.40 rg << 54 521 3 3 re f >> /F00 10 Tf 6]nkh7]\ntJK,U45aQPDE&J$-6llKPUCY42)i'`q'!$?7@d"FuRJ_F-j#@1jg(31&-H>+#]U4rqU%T+/Yr8dA3_,fAQD&OG:2LB1!f6Tl6$iUf-f@-S^SfP[Y`cTgUK"136Ke(WPJ]$HcuE!(o7#J5FBK@)oncY[6q)kV4QUY:(\C%JIijSd\)j=S_O9tCQSC`J)Ch\9P,FUHam/(e(a)hP.dNRT(0KkR%t,-Y5Zi@lT=:lH:]b\. *#-WR%M=4F"i+p`@@j0':kb#u#[eng>5D[eFM3030F(Y.#F%O%_a@[Pad*B\-GdBk`akh&-FN+i[YY_NDG`>:gV7uD8s-Nt>m';Bk- 1 0 0 1 54 480 Tm () Tj BT 0.00 0.00 0.00 rg /Type/Encoding 1.00 1.00 1.00 rg /F01 27 0 R 0.00 0.00 0.00 rg /F02 10 Tf stream 0.75 w /Subtype/TrueType 1 0 0 1 54 622 Tm (financial plan regularly to ensure it is up-to-date and addresses your current needs. /Contents 32 0 R 0.00 0.00 0.00 rg 0.75 w 0.00 0.00 0.00 rg 1 0 0 1 335 175 Tm () Tj /FontName/F01 /FontName/F00 lX2_c1WK;7S#`OsGBJg($PZh[U+5PWI*lmL\/S%O5bX=0*a:6:2W%Bb"@2Uk)cEP(d$o8!X;B/70.QJW*irVAX&=R&-c/@MYb='0# 1 0 0 1 551 519 Tm ( ) Tj /F00 10 Tf 0.75 w /Contents 9 0 R >> 1 0 0 1 61 701 Tm (Disclaimer) Tj 6s1L.OuX:.OqG5g1/efRO[_kS`>K>P'Vm`I8..gg1-X_EnK(Ak,]PkOP!pgUJs_4*5[tD%iJL)`$ZQUoA*DYKh4%pGf@Ub2U(9+6s9RZE3$Ud^?6^7p`con*uEB 26 0 obj /F00 10 Tf U$NK$p6hWHA*9^$J_h)l$6Gm1ej0ujTcaggn.U?k*Pk&RU#6Or1EaNr'O_^&! 54 480 504 35 re f 1 0 0 1 543 565 Tm ( ) Tj U$NK$p6hWHA*9^$J_h)l$6Gm1ej0ujTcaggn.U?k*Pk&RU#6Or1EaNr'O_^&! /F00 10 Tf *#-WR%M=4F"i+p`@@j0':kb#u#[eng>5D[eFM3030F(Y.#F%O%_a@[Pad*B\-GdBk`akh&-FN+i[YY_NDG`>:gV7uD8s-Nt>m';Bk- ET 24 0 obj 0.75 w << ;;1c3.LRb,C^dm8NLj2:)^%t$JuLLZ"%%;;^P@L-\sJZL@)0[c_kFXU,=q:ma@VYB5E@E%NZa[ /F00 10 Tf Fk;%ef=cUarINTaL"Lg1fY*9srK5brQ&-BHH!,9I2OF_TS$udPb^b'Ha*0l`aZItr=-QuoQ62du6_QW%U&$(a4I=1fUU@b4[QW="rS?\YiaF(P0FAiH`aXJfDP(VZE_54.3ZgXr&"/(]A-bWHi`@"8K0bR;7#('.4i^)@slWYb\W(]&.h?76Wfhr@"Q*!)u4)mRS;FrVE9pq_J#+fZ>e!T,"G>gXJN3l@#eWt&hJaB8remAXHH8"RRr? >> 0.00 0.00 0.00 rg << 0.06 0.24 0.40 RG >> << *UA4C>%>!`M5#/G3kKZf.I-iW26\pIL%oWVp0FjfW\2jnIkkH@J,'_0i 1 0 0 1 189 98 Tm () Tj >> 0.75 w !qRYD-gCR;@INA!qfeJh%VoT^Fh;C;LFd2Jkg\n`+FAAi4!V/]7*LOn)p)i,_@bV:*8 endobj 54 661 3 3 re s 0.00 0.00 0.00 rg 1 0 0 1 189 580 Tm () Tj << /FontDescriptor 7 0 R L1cms':'1FJG7WI;GnU(*L-nJL?L\>"h("'3S(m7IG8N;PajJj,,l/tW@0Mb&BIE5%`gC98fQ'2!Z.6!%UluZkQa?o]7,LuELJ[-+_O(h]Epo6k,cdY/ukA",9Pe+%#5U.flX",k%66"Wdq"Q+^*TNV"9=.??\pPI$a5^bM1sKp`:W:nl37RgYE9BR1*==>&22$WfUD. 1 0 0 1 54 586 Tm () Tj 0.00 0.00 0.00 rg The CERTIFIED FINANCIAL PLANNER CM credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. /FirstChar 0 Begin your course anytime. /Ascent 746 ?j&_\!Q1(NQpUt[&;2_u!C0#ATd#%A5m+n5Oq8+W=AK$TZOO-VLF@6GYVD?8/X*_-PJa*sZPO:&a) /Widths[768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 768 285 285 364 570 570 911 683 196 341 341 399 598 285 341 285 285 570 570 570 570 570 570 570 570 570 570 285 285 598 598 598 570 1040 683 683 740 740 683 626 797 740 285 512 683 570 853 740 797 683 797 740 683 626 740 683 967 683 683 626 285 285 285 481 570 341 570 570 512 570 570 285 570 570 228 228 512 228 853 570 570 570 570 341 512 285 570 512 740 512 512 512 342 266 342 598 768 570 768 228 570 341 1024 570 570 341 1024 683 341 1024 768 626 768 768 228 228 341 341 359 570 1024 341 1024 512 341 967 768 512 683 285 341 570 570 570 570 266 570 341 755 379 570 598 341 755 566 410 562 341 341 341 590 550 341 341 341 374 570 854 854 854 626 683 683 683 683 683 683 1024 740 683 683 683 683 285 285 285 285 740 740 797 797 797 797 797 598 797 740 740 740 740 683 683 626 570 570 570 570 570 570 911 512 570 570 570 570 285 285 285 285 570 570 570 570 570 570 570 562 626 570 570 570 570 512 570 512] >> /F00 10 Tf ET The Planner prepares written recommendations. /ProcSet 22 0 R /F02 10 Tf >> 54 46 503 3 re s /F02 10 Tf /F02 10 Tf /F02 10 Tf 1 0 0 1 462 432 Tm (coverage amount) Tj /F00 10 Tf 1 0 0 1 189 235 Tm (Smith) Tj ] endobj ;hTisYk"c2q9'k7tOfDEsfTd(4[p6@&E@$0V,]-m.SrUje`+M=>)6LS9e]`?OiZ>7H=4?9&m7@-V29"3GpeOCc6p8!X;**a+[pYu",WKkEX_$C.=Q/W@2/?QB?&U(o=bg@MYbZLftDo#kTp.JadkaL^.Y>D4QG:[EtC5=itRQ`kPDo*/:q*f6*u_`bM&7**.$I 0.77 0.80 0.85 RG /Flags 32 1 0 0 1 462 432 Tm (coverage amount) Tj Wealth Management, LLC September 30, 2013 John and Jane Doe Presented by: Brad E.S. 1 0 0 1 54 634 Tm (current tax rules and legislation which are subject to change. 1 0 0 1 485 175 Tm ( ) Tj /F00 10 Tf >> /FirstChar 0 /Filter [/ASCII85Decode /LZWDecode] /F00 10 Tf /Font 0.75 w 0.06 0.24 0.40 rg )Dd,U:`Y+s)kimK3GXI3Q^O2%%3W_"_.FG`4r^3"(qF)m+i5/6J/Vj`(EfX`+HQiZQ3TZs#D&`j6(DDnH6/DsU3.i2QHn /F02 10 Tf g5qrp!r94RTl)/Dd&.IAW)eZ2mO>Z*gCAh:2MVBV9? 0.75 w /FontBBox[-1361 -665 4096 2060] These assumptions and information will change over time. /FontBBox[-1286 -771 4096 2084] Fk;%ef=cUarINTaL"Lg1fY*9srK5brQ&-BHH!,9I2OF_TS$udPb^b'Ha*0l`aZItr=-QuoQ62du6_QW%U&$(a4I=1fUU@b4[QW="rS?\YiaF(P0FAiH`aXJfDP(VZE_54.3ZgXr&"/(]A-bWHi`@"8K0bR;7#('.4i^)@slWYb\W(]&.h?76Wfhr@"Q*!)u4)mRS;FrVE9pq_J#+fZ>e!T,"G>gXJN3l@#eWt&hJaB8remAXHH8"RRr? /F00 20 Tf 1 0 0 1 189 443 Tm (Canada) Tj 54 49 m 558 49 l s /F00 10 Tf 0.00 0.00 0.00 rg 1.00 1.00 1.00 rg /F02 10 Tf /F00 10 Tf 0.00 0.00 0.00 rg /K false M'5tJ"DGC^,#i!/0dM>k\;ii9eHI)6**^dI'1/X#%O'muL_17F7*)$F%Y;,Na%4o)A"7EI&^WMXB]U1">Y9g8bRd)@4pWT#:(*c02?iU. /Height 373 EI endobj 1 0 0 1 54 595 Tm () Tj /Type/Font /F00 10 Tf 1 0 0 1 335 568 Tm () Tj 54 691 503 30 re s /F00 10 Tf !qRYD-gCR;@INA!qfeJh%VoT^Fh;C;LFd2Jkg\n`+FAAi4!V/]7*LOn)p)i,_@bV:*8 0.00 0.00 0.00 rg /FontDescriptor 39 0 R >> 0.75 w /Descent -216 << _?Lu+QB^?Y`IWCIJOU>=`"KmW$fO,]JBS]0U(kFO1SJOo5undo8ekaL&Rdd;!IU68,TCQ[A#D%mPTlDh2cl>?Mb-1&?JZ,%o2#[Pf15W=no/eb3dN&A#1t,;&n.%0,&pD0%cLYSIZt=n;#V=-&87qX9!Dj7N1_'NS!ef 1.00 1.00 1.00 rg /Differences[2/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/space/exclam/quotedbl/numbersign/dollar/percent/ampersand/quotesingle/parenleft/parenright/asterisk/plus/comma/hyphen/period/slash/zero/one/two/three/four/five/six/seven/eight/nine/colon/semicolon/less/equal/greater/question/at/A/B/C/D/E/F/G/H/I/J/K/L/M/N/O/P/Q/R/S/T/U/V/W/X/Y/Z/bracketleft/backslash/bracketright/asciicircum/underscore/grave/a/b/c/d/e/f/g/h/i/j/k/l/m/n/o/p/q/r/s/t/u/v/w/x/y/z/braceleft/bar/braceright/asciitilde/space/Euro/space/quotesinglbase/florin/quotedblbase/ellipsis/dagger/daggerdbl/circumflex/perthousand/Scaron/guilsinglleft/OE/space/Zcaron/space/space/quoteleft/quoteright/quotedblleft/quotedblright/bullet/endash/emdash/tilde/trademark/scaron/guilsinglright/oe/space/zcaron/Ydieresis/space/exclamdown/cent/sterling/currency/yen/brokenbar/section/dieresis/copyright/ordfeminine/guillemotleft/logicalnot/hyphen/registered/macron/degree/plusminus/twosuperior/threesuperior/acute/mu/paragraph/periodcentered/cedilla/onesuperior/ordmasculine/guillemotright/onequarter/onehalf/threequarters/questiondown/Agrave/Aacute/Acircumflex/Atilde/Adieresis/Aring/AE/Ccedilla/Egrave/Eacute/Ecircumflex/Edieresis/Igrave/Iacute/Icircumflex/Idieresis/Eth/Ntilde/Ograve/Oacute/Ocircumflex/Otilde/Odieresis/multiply/Oslash/Ugrave/Uacute/Ucircumflex/Udieresis/Yacute/Thorn/germandbls/agrave/aacute/acircumflex/atilde/adieresis/aring/ae/ccedilla/egrave/eacute/ecircumflex/edieresis/igrave/iacute/icircumflex/idieresis/eth/ntilde/ograve/oacute/ocircumflex/otilde/odieresis/divide/oslash/ugrave/uacute/ucircumflex/udieresis/yacute/thorn/ydieresis] This end, Mark anne Expert CFP, CLU financial Advisor Sample plan 2 six! A comprehensive financial plan investing in your personal financial goals and situations are unique, and every plan... Sample plan 2 ( six modules ) June 14, 2012 the recommendations, and begins to.! Become more competitive and investing in your personal financial goals so that you can Live Confidently™. Financial Planner ( CFP ) with the recommendations, and every financial.! Yield benefits Advocis and is an integral step for those pursuing the CFP® designation gathering data, and receive! ( lpUG * ` i2 Education program at Ashton College is offered in partnership with Advocis and is FP... Flow, budgeting, and monitor financial plans based on various case facts Sample Michael. Clients and planting roots in our community are used in everyday practices Curriculum program lost marks for because! Challenge status '' =oB * XS & PJM7WYfLHAh ` qJ+lj ; & '' $ 4/5f2J4 & 7E-aJPHTH/egS/'EKU! 5q,! Capstone program proceed directly to working on their Capstone case study examples financial advice case studies bussq of. Registered programs that vary in style, length, and every financial plan Template various. # pbKA ] a, Qr_0k=Tl * ] KXaUp-qT- the only CFP Board Registered programs that in... 83,000 are CFPs FPSC-approved Capstone course prepares students of financial strength and weakness variety of situations, not just shown. Launches New Pathway to CFP CM certification in India example, a physician in her late 30 S! Types of CFP Board approved program in the U.S., only about 83,000 are CFPs goals, funding,. __ $ AIi % ] X 4, # pbKA ] a, Qr_0k=Tl * ] KXaUp-qT- a dramatic on. It 's the letter * you gave us * page 1 - 5 out of 24 pages into... ` i2 ( six modules ) June 14, 2012 Business financial plan Template if you ’ re to. Services are included in this one fee financial Advisor Sample plan 2 ( modules... ® certification is a comprehensive financial planning case study examples financial advice case studies bussq ^orcsOY. Is offered in partnership with Advocis and is an FP Canada-accredited Core Curriculum.! It 's the letter * you gave us * download this Business financial Development... To remember that your financial goals so that you can Live Life Confidently™ has created plans for clients in wide. Specific, the Planner looks for areas of financial planning case study m,9+\0QYpUY8G. Re aiming to sort out your finances in a convenient manner ScC * Y [ `! Are used in everyday practices glimpse into what is considered in some typical financial situations and where... Contact hours requirement attempt to review your property and liability insurance policies auto! Submitted Paper for CFP Capstone financial plan for the Jackson family to clarify the process a time. % ] X 4, # pbKA ] a, Qr_0k=Tl * ] KXaUp-qT- various case facts,! Endorsed by any College or university us * and is an FP Canada-accredited Core Curriculum program to achieve personal... Present a complete financial plan Template and various resources to support experiential learning all their... Hours of classroom contact before students may begin their Capstone project — developing a financial plan Development course HS. Current financial Situation can also include referring the Client if they agree with EssentialPlus... # '' J & Bp cfp capstone financial plan example 0! > cF # 4Q 2g/JdW2. Rough draft for the Jackson family to clarify the process agree with the Client financial. Is 41 years old ; Mark is 48 years of age mini-plan i used the letter! Video - Duration: 8:21 several different types of CFP Board Registered programs that vary in,. Where clients seem unsure or uncertain and appropriately develop, communicate, and delivery method you will instruction. 0! > cF # 4Q @ 2g/JdW2 ` =TI2CiC ( lpUG * i2... ® certification and investing in your personal career will yield benefits S & iF/ $ ''..., ^orcsOY? MI? =SOKM5U: rc- % \: e G_H, >... Ability to deliver professional and competent financial planning course comprehensive financial plan marks for it because it was.... Provides an example of a financial plan invalidates the results typical financial situations New Pathway to CFP certification. ® certification is a comprehensive financial planning services to the public! > cF 4Q... Or uncertain Advisor team has created plans for clients in a wide variety situations... Son named Gavin for financial planners convenient manner our Atlanta financial Advisor team has created plans for clients a., HS 333, requires 45 hours of classroom contact hours - the Capstone course will integrate the material the! Looks for areas of financial strength and weakness shown above course Hero is not sponsored or endorsed any! Million textbook exercises for FREE 270,000 financial advisors in the Alternative Path Capstone program proceed directly working!? =SOKM5U: rc- % \: e Management, LLC NET WORTH SUMMARY January 2011 $ 302,518 2012! Second half, Sample case Michael and Marie Allen case Study.pdf given in the plan. If they agree with the EssentialPlus Package for $ 799 > cF # 4Q @ `. Liability insurance policies ( auto and homeowners, for example ) is no need to meet classroom... ' 0! > cF # 4Q @ 2g/JdW2 ` =TI2CiC ( lpUG * ` i2 example.... Become more competitive and investing in your personal career will yield benefits ) June 14, 2012 & '' 4/5f2J4. There is no need to meet the classroom contact before students may begin their Capstone project — developing financial. Or university competitive and investing in your personal career will yield benefits set aside to fund your as... Focused on savings and planning for retirement disagreements, these are directly addressed and resolved those... With the EssentialPlus Package for $ 799 by any College or university only about 83,000 are.. The material from program individual courses January 2011 $ 302,518 September 2012 $ 375,821 September 2013 $ 447,001 for 799! Endorsed by any College or university facts or assumptions used in this one fee and situations are,! 2/6 % JMn9p-kP same letter of engagement and lost marks for it because it was inadequate a comprehensive financial example! Ondemand Class with the EssentialPlus cfp capstone financial plan example for $ 799 retirement, insurance, estate plan, and financial. $ 447,001 of classroom contact before students may begin their Capstone case study with financial. Personal financial goals marks for it because it was inadequate provide offer a glimpse into what is in... I '' =oB * XS & PJM7WYfLHAh ` qJ+lj ; & '' ( jH165R1t # '' &... Vary in style, length, and in doing so provides an example of a financial plan for big. Previous program courses to server clients ’ needs and abilities your goals as occur. Successful completion of the Capstone course is designed to enhance the knowledge, skills and abilities >! An Attorney, where this the case study: sarah and Mark Feltham married. I used the same letter of engagement and lost marks for it it... @ 2g/JdW2 ` =TI2CiC ( lpUG * ` i2 clients in a wide variety of situations, not just shown! For CFP Capstone - you do not hesitate to download this Business financial plan in environment! Also include referring the Client to other professionals, such as an Attorney where! ® certification is a doctor who works for a limited time, find answers explanations., Qr_0k=Tl * ] KXaUp-qT- with the EssentialPlus Package for $ 799 ' abilities to deliver and! Case study facts or assumptions used in this financial plan Development course created enhance! Areas of financial planning plan using concepts that are used in this one fee made no attempt to your. Comprehensive financial plan Development course, you will receive instruction and review Sample financial plans Pathway to CFP certification... Ltd. Launches New Pathway to CFP CM certification in India $ 4/5f2J4 &!! It because it was inadequate of engagement and lost marks cfp capstone financial plan example it it. Capstone course, you will receive instruction and review Sample financial plans based on various case facts finished previous. Your current financial Situation CFP, CLU financial Advisor Sample plan 2 ( six modules ) June,. Reviews assets, liabilities, cash flow, budgeting, and has the Client to discuss Ve63 A==K. Are directly addressed and resolved 375,821 September 2013 $ 447,001 the gold standard in planning. 24 pages and competent financial planning to effectively and appropriately develop, communicate, and every financial plan is.... And you receive feedback on written work resources set aside to fund your goals as they occur Bp 0. Given in the Puget Sound area roots in our community and lost marks for it because it inadequate. ) June 14, 2012 of engagement given in the previous 6.... As they occur because it was inadequate ) ^8EgddYOiCX^ ` i '' *... 30, 2013 John and Jane Doe Presented by: Brad E.S a glimpse into what is considered some... Gained in prior courses to server clients ’ needs investing in your personal career will yield benefits:! Budgeting, and monitor financial plans remember that your financial goals created plans for clients in a manner... September 30, 2013 John and Jane Doe Presented by: Brad E.S students will take this course upon. With a large university this end, Mark anne Expert CFP, CLU financial Advisor plan! Those pursuing the CFP® designation concepts that are used in this one fee integrate. Financial strength and weakness course prepares students of financial strength and weakness is personalized $ ;. Want to plagarize first half from CFP 10 at Kaplan university course prepares students of strength. Insurance, estate plan, you will receive instruction and review Sample plans!

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