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

Catalog description

Prerequisite(s): FIN 6060 , FIN 6170 , FIN 6210 , FIN 6300 Pre- or Corequisite(s): FIN 6260 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 client servicing and management, including data gathering, working with clients, presentation skills, and the creation of a comprehensive financial plan.