2024-2025 Catalog

FIN-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

Student has completed all of the following course(s) FIN 200 - Business Finance