Apr 18, 2024  
2020-2021 Undergraduate Catalog 
    
Catalog Navigation
  Catalog Home
  Message from the President
  University Calendar
  About the University
  Admissions
  General Education: The Human Community
  Degrees Offered
  Colleges
  Academic Departments
  Programs of Study
  Course Descriptions
  Academic Policies and Procedures
  Student Services and Learning Resources
  University and Post-Graduate Resources
  Tuition and Fees
  Financial Aid, Scholarships and Student Employment
  University Faculty
  Publishing Statement
  Your Right To Know
  Non-Discrimination Statement
  Archived Catalogs
HELP
2020-2021 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 420. Financial Planning and Wealth Management

3.00
This course introduces the student to financial planning and wealth management.  The course is designed for students who may want to pursue a career in financial planning and related professional designations. In addition to the financial planning process and working with clients, this course covers the topics of insurance, cash management, debt management, investment management, taxes and estate planning. Prerequisite: FIN 371 . Corequisite: FIN 371 .