Capstone course requires that students apply through case studies, written reports, and presentations each of the major segments of personal financial planning including the financial planning process, ethical and professional considerations of financial planning, insurance policies and strategies, risk management, investment vehicles, tax planning strategies, retirement plans and employee benefits, and estate planning. Students are encouraged to complete the other courses within the Personal Financial Planning major prior to or contemporaneous with completion of this course. Prerequisite: FIN 370. Spring, annually. Enrollment Requirements: Pre-req: FIN 370.