Jan 02, 2025  
2019-2021 Undergraduate Catalog 
    
2019-2021 Undergraduate Catalog [ARCHIVED CATALOG]

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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   and FIN 320   and FIN 322   and FIN 324   and ACC 306  
Graduate Credit: This course is not available for graduate credit.



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