Course Description for Financial Planning Process and Development
Financial Planning Process and Development
Prerequisite: FIN 4504, TAX 3721 or TAX 3001, RMI 4135
and RMI 3011
Co-requisite: 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.