FINA 2940 Financial Plan Development and Case Analysis
4.5 - 0.0 - 4.5
Prerequisite
(5)
FINA 2200,
FINA 2210,
FINA 2310,
FINA 2320, and
FINA 2330; or instructor approval - must be completed prior to taking this course.
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.