2023-2024 Catalog

FPP-475 Case Studies in Financial Planning

This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, written communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of a comprehensive personal finance case, other mini-case studies, and calculation templates.

Credits

3

Prerequisite

FPP 200(formerly FPP 310);