Financial Planning Capstone: 3 semester hours

Catalog description

Integration of relevant areas in the financial planning process; approaches to financial planning and the strengths and weaknesses of each; data collection and analysis of personal planning situations under various economic, political and regulatory situations; client presentation; use of case analysis, emphasis on ethics and professional conduct. Prerequisites: ACCT 3333 and FINA 3333 and (PFIN 3123 or PFIN 3312 ) and (PFIN 4113 or PFIN 4311 ) and (PFIN 4123 or PFIN 4312 ).