FINC 498

COMPREHENSIVE FINAN PLANNING

Columbia College · UGRD · Fall 2026

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Catalog description

A study of the principles and practices of professional financial planning using an integrated planning model. Case studies allow students to simulate real-world experience by integrating tax, insurance, and investment planning strategies into comprehensive financial plans. This investments course provides a foundation in modern portfolio theory and portfolio management with special consideration given to retirement planning. Prerequisite: FINC 354.

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15 openSeats: 10/25 seats Last recorded: Aug 7, 2026, 1:12 PM
Class #233887Fall 2026UGRD3.0 credits
15 available10 enrolled25 capacity0 waitlist
Days & times
M/T/W/Th/F/Sa/Su -
Meeting dates
Oct 26 – Dec 19
Location
Instructor
STAFF STAFF
Details checked 3 hours agoSeats checked 3 hours ago
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