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Finance
Description: This course synthesizes the principles and practices of financial planning. This course will teach students the process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides achievement of financial goals. Students will learn how to prepare and present a financial plan using multiple approaches to identifying and planning for a client's goals and risks. The course will involve case study and significant interaction with practicing financial planning professionals. This course fulfills the CFP Board's Capstone Course requirement. Letter grade only.
Units: 3
Sections offered: Spring 2024
Prerequisite: (FIN 303 or FIN 331), FIN 364, FIN 373, FIN 383, FIN 473, FIN 483
Finance
Term : Summer 2023
Catalog Year : 2022-2023
FIN 493 - Financial Plan Development
Description: This course synthesizes the principles and practices of financial planning. This course will teach students the process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides achievement of financial goals. Students will learn how to prepare and present a financial plan using multiple approaches to identifying and planning for a client's goals and risks. The course will involve case study and significant interaction with practicing financial planning professionals. This course fulfills the CFP Board's Capstone Course requirement. Letter grade only.
Units: 3
Sections offered: Spring 2024
Prerequisite: (FIN 303 or FIN 331), FIN 364, FIN 373, FIN 383, FIN 473, FIN 483