FIN 475 - Cases in Financial Planning

3 credits

Description
The course develops students’ knowledge and ability to work with individuals, families, and small business owners in the planning process to meet financial objectives. Topics covered include: the financial planning process, ethics, laws and regulations, standards of professionalism, client communication, situation analysis, goal setting, assessing risk tolerance, plan development, benchmarking, plan implementation, and monitoring.

Prerequisites
FIN 320, completion or concurrent enrollment in all other courses required for the financial planning track or consent of department chair.

Note
This is the capstone course in the financial planning concentration.

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