Jan 15, 2025  
2021-2022 Undergraduate Catalog 
    
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2021-2022 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 420. Financial Planning and Wealth Management

Credits 3.00 PeopleSoft Course ID 014204

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.