FINN 46803 - (was FINC 4368) Professional Financial Planning

Three credit hours.

Was FINC 4368. Professional financial planning is the capstone course for the financial planning track of the Insurance and Financial Services major. The course covers all the significant aspects of financial planning, including gathering data and determining goals and constraints, analyzing current financial status, and developing and presenting a financial plan. Includes case studies.

Prerequisites: FINN 37103 with a grade of C or greater, and permission of instructor.