FINA 2207 Fundamentals of Financial Planning II

4.5 - 0.0 - 4.5

Prerequisite

(1) FINA 2206 - must be completed prior to taking this course.

Course Description

This course is the second of two courses examining the fundamentals of financial planning. Students explore the best methods for establishing client relationships, developing and evaluating a comprehensive financial plan, and utilizing critical-thinking skills relative to analytical concepts, ethics, regulations, and laws.