FINA 421 - Personal Financial Planning Capstone Credits: 3

Capstone synthesis course for Personal Financial Planning majors. Requires students to apply information and skills learned in business core and personal financial planning courses to case situations. Includes the financial planning process, personal financial statements, cash flow and debt management, analysis of insurance needs, investment planning, as well as estate, retirement, and income tax planning. Designed to apply and integrate the above knowledge into a cohesive personal financial plan.

Prerequisite(s): FINA 312 and FINA 320 and FINA 322 and FINA 324 and ACCT 306
Graduate Credit: This course is not available for graduate credit.