Financial Planning Capstone

Catalog description

Credits 3. 3 Lecture Hours. Financial planning process, data gathering, approaches to financial planning, analysis of financial statements and client presentation; case analysis, ethics and professional conduct, use of financial planning software, advanced financial calculator usage, and Microsoft Excel applications. Prerequisites: Grade of C or better in FINP 435 , FINP 436 , FINP 437 and FINP 438 ; grade of C or better in FINP 439 or concurrent enrollment; junior or senior classification.