FINC 4368 - Professional Financial Planning

Three credit hours.

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. The course will include case studies.

Prerequisites: FINC 3310 with a grade of C or greater, and permission of instructor.