2024-2025 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

Student has satisfied all of the following Student has completed all of the following course(s) FPP 200 - Business Finance And Student has satisfied all of the following Students who specified one or more of these Programs of Study or Program Foci Financial Planning Certificate And Student has satisfied all of the following Student has completed or is in process of completing 84 Credits