FINA 2940 - Financial Plan Development and Case Analysis

4.5 Credits
Offered: ONLINE

This course serves as the capstone course in the Financial Planning program. This case-based class provides students with an opportunity to demonstrate competencies in financial planning and insurance principles, income tax planning, retirement planning, and estate planning. NOTE: Lab fee covers assessment curriculum required by CFP board-certified courses.

Prerequisites: (5) FINA 2200, FINA 2210, FINA 2310, FINA 2320, and FINA 2330; or instructor approval must be completed prior to taking this course.
Lec: 4.5 Lab: 0 Cr: 4.5

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