Wealth Management and Financial Planning Capstone. ((3 Credits))

Catalog description

Prerequisite(s): FIN 3060 , FIN 5210 , FIN 5300 , FIN 3400 , University Advanced Standing, and For PFP Majors Only. Pre- or Corequisite(s): FIN 3220 , FIN 5260 Develops the concept of a comprehensive plan. Reviews each of the major aspects of financial planning in the context of a comprehensive case. Analyzes the financial planning profession and the various types of financial planning models. Provides an overview of software applications as well as interview skills, data gathering, working with clients, presentation skills, and the creation of a comprehensive financial plan.