Oct 03, 2023

2017-2018 Undergraduate Catalog

2017-2018 Undergraduate Catalog [Not Current Academic Year. Consult with Your Academic Advisor for Your Catalog Year]

FINA 4353 - Practicum in Personal Financial Planning

Credit Hours: 3.0
Lecture Contact Hours: 3 Lab Contact Hours: 0

Prerequisite: FINA 4352 , good academic standing and declared Program for Financial Planning track in Finance.
Description
This capstone course integrates the knowledge acquired in previous financial planning classes through analysis of comprehensive case studies. Students will utilize the skills and knowledge of financial planning that are represented in the full range of topics as outlined by the CFP Board of Standards. Students will review and utilize the quantitative, analytical, and technical skills needed to address complex personal financial planning situations covered by the CFP® exam.
Note: For students pursuing the Personal Financial Planning Track and Certified Financial Planner Certification.