Nov 23, 2024  
Graduate School Course Catalog 2024-2025 
    
  Catalog Home
  Letter from the Chancellor
  2024-2025 Academic Calendar
  The University of North Carolina System
  North Carolina Central University
  General Information
  Policies and Procedures
  The School of Graduate Studies
  College of Arts, Social Sciences and Humanities
  College of Health and Science
  School of Business
  School of Education
  School of Law
  School of Library and Information Sciences
  School of Graduate Studies
  PROGRAMS
  Course Descriptions
  APPENDIX
HELP
Graduate School Course Catalog 2024-2025

PFIN 5130 - Personal Financial Planning Capstone (3)

Professional issues in financial planning including ethical considerations, regulation and certification requirements. Topics include analyzing personal financial situations and evaluating clients’ financial objectives, needs and values, applying financial planning strategies to create clients’ financial plan, providing rationale for the various approaches to the financial planning process, wealth and risk management strategies. Open for advanced undergraduate students with permission of instructor.


Click here for the Fall 2024 Class Schedule