2014-2015 Catalog

FINA 2940 Financial Plan Development and Case Analysis

4.5 - 0.0 - 4.5


(5) FINA 2200, FINA 2210, FINA 2310, FINA 2320, and FINA 2330; or instructor approval

Course Description

This course serves as the capstone course in the Financial Planning program. This case-based class provides students with an opportunity to demonstrate competencies in financial planning and insurance principles, income tax planning, retirement planning, and estate planning. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.