Family Financial Planning Capstone

Catalog description

This course examines professional issues in financial planning, including ethical considerations, regulation and certifications requirements, communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of personal financial case studies, the development of a targeted investment policy, and other related financial planning assignments. Prerequisites: FIN 431 , FIN 432 , FIN 433 , FIN 434 , and FIN 435 .