FIN 4385 - Advanced Financial Planning

Credits: 3 hrs

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. This course builds upon and integrates the material in Business Communications, Business Ethics, Retirement and Estate Planning, Insurance Planning, and Investment Planning.
Pre-requisite(s): FIN 4378 - Investment Planning, FIN 4383 - Insurance Planning, FIN 4384 - Retirement & Estate Planning or FIN 4320 - Retirement Planning, FIN 4330 - Estate Planning or FIN 4384 -Retirement & Estate Planning