2014-2015 Catalog

FINA 2207 Fundamentals of Financial Planning II

4.5 - 0.0 - 4.5


(1) FINA 2206

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.