FINA 2940 Financial Plan Development and Case Analysis

Lecture/Lab/Credit Hours  4.5 - 0 - 4.5

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.

Prerequisites
(5) FINA 2200, FINA 2210, FINA 2310, FINA 2320, FINA 2330; or instructor approval

Course is offered On-line

Skill Level