FIN 369 - Principles of Financial Planning

When Offered: S

3 Credit(s)
3 Lecture Hour(s)
0 Lab Hour(s)

This course provides an in-depth analysis of the financial planning process and the development of a comprehensive personal financial plan. The course takes an economic- and psychology-based approach to analyzing personal finance decision making. Topics include client interactions, consumption smoothing, asset allocation and investment planning, financial plan integration as well as the financial planning profession and ethical standards.

Prerequisite(s): A minimum grade of C in FIN 343.