Students in the CFA Website
Business Planning

In the program capstone:


  • You prepare a full business plan for a compelling new business idea.
  • You apply the skills you've mastered in the program to a start-up company that delivers a specific product or service.
  • You complete the company analysis, the industry analysis, the customer analysis, the competitive analysis, the marketing plan, the operations plan, the management plan, the full pro-forma financial projections, and an executive summary.
  • Finally, you make a presentation and provide an oral defense of your business plan to a panel of faculty and business executives.