FIN 42030 Financial Planning Capstone

This course will engage the student in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. The purpose of this course is to refine and develop the skills needed for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives.

Credits

3

Prerequisite

senior standing, final semester. Also required is the successful completion of the Writing Proficiency Assessment (WPA) or ENGL 21000.

Offered

Spring semester only.