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2021-2022 Catalog
FIN 4128: Financial Planning Process and Development

Course Description for Financial Planning Process and Development

FIN4128: 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.