2021-2022 Undergraduate Catalog

FIN 480 Financial Planning Process and Case Development

Students will study the financial planning process; the ethical, legal, and regulatory environment; appropriate communication; the standards of professional conduct; and other topics of relevance in financial planning and decision making. Students will integrate employee benefits and retirement planning, investments, risk management and insurance, income taxes, and estate planning into a comprehensive financial plan.

Prerequisite: ACC 401 and BL 367 and FIN 310 and RMI 270 and RMI 330; or permission of the department chairperson.