FIN 421 - Personal Financial Planning 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): FIN 312 (may be taken concurrently) and FIN 320 (may be taken concurrently) and FIN 322 (may be taken concurrently) and FIN 324 (may be taken concurrently) and ACC 306 (may be taken concurrently)
Graduate Credit: This course is not available for graduate credit.