Sep 28, 2024  
2022-2023 Undergraduate Course Catalog 
    
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2022-2023 Undergraduate Course Catalog [ARCHIVED CATALOG]

PFIN 4130 - Personal Financial Planning Capstone (3)

Pre- or Co-requisite: Permission of department. Professional issues in financial planning including ethical considerations, regulation, and certification requirements.Topics include analyzing personal financial situations and evaluating client’s financial objectives, needs, and values, applying financial planning strategies to create client’s financial plan, providing rationale for the various approaches to the financial planning process, wealth and risk management strategies.


Click here for the Fall 2024 Class Schedule