Prerequisite: FIN 4504 and TAX 3721 or TAX 3001 and RMI 4135
Co-requisite: RMI 3011 and FIN 4132
Description: This course examines professional issues in financial planning, including: ethical considerations; regulation and certification requirements; written and oral communication skills; and professional responsibility. Students are expected to use skills obtained in other financial planning courses and perhaps work experiences in the completion of a comprehensive personal financial planning case, other mini-case studies, and calculation templates. |
