Financial Planning Practicum. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 , FIN 3200 , FIN 5210 , FIN 5260 , FIN 3220 , FIN 3400 , and University Advanced Standing Examines practice management in various financial planning firms. Teaches the basics of practice management with an understanding of the core areas of personal financial planning. Uses a case study approach to apply and integrate the material and evaluate financial alternatives. Emphasizes the benefits and drawbacks of various management methods. Provides learning activities that will facilitate student growth and development in written and oral communication skills.