Sep 29, 2022  
2022-2023 Undergraduate Catalog 
    
2022-2023 Undergraduate Catalog
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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 cycle: spring. Yearly cycle: odd years.

Credits: 3



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