FIN 4710 - Applications in Personal Financial Planning

This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, written and oral communication skills, and professional responsibility. Successful completion of the course requires the integration of skills learned in other courses, such as insurance, tax planning, investments, retirement planning, and estate planning. Students must successfully solve problems, mini-cases, and a comprehensive personal financial planning case. This is a capstone course for the personal financial planning curriculum.

Prerequisites & Corequisites: Prerequisites: ACTY 3240, FIN 3510, FIN 3600, FIN 3720 and FIN 3730 (ACTY 3240, FIN 3600, FIN 3720 and FIN 3730 may be taken concurrently).

Credits: 3 hours

When Offered: Spring