2013-2015 Undergraduate Catalog

FIN 421 Personal Financial Planning

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. Prerequisites: FIN 312, FIN 320, FIN 322, FIN 324, and ACC 306. Can be concurrent.