Financial Planning Capstone

Catalog description

This is a comprehensive course that will require students to synthesize and apply all the elements of comprehensive financial planning. This course will integrate education planning, investment planning, retirement planning, estate planning, insurance planning, and tax planning with plan presentation. The final product should be a written financial plan and oral presentation that reflects graduate level understanding and application of all topics involved. Prerequisites: FIN 534 , FIN 510 , FIN 530 . Crosslisted with: FIN 438 .