FIN 404 - Financial Planning Capstone

This course uses case analysis and integrates all areas of financial planning including fundamentals of financial planning, insurance planning, investment planning, income tax planning, estate planning, retirement and employee benefits planning. This course combines both communication techniques and knowledge of financial planning in a capstone experience. Course Codes: B. Prerequisites: FIN 401, FIN 402, FIN 403, ECO 332.

Prerequisites & Notes
Course Codes: B. Prerequisites: FIN 401, FIN 402, FIN 403, ECO 332. Term offering cycle: Spring. Typical yearly cycle: Odd years.

Credits: 3