FIN47503 — Financial Plan Development
FIN 47503 - Financial Plan Development FIN 47503 - Financial Plan Development This course provides students an opportunity to demonstrate the knowledge learned through the six-course CFP® curriculum. Students will participate in developing a complete financial plan, through the use of case studies and interviewing mock clients. Presentations of a formal financial plan, demonstrating the ability to set client expectations and communicate with clients by answering questions and concerns, are also required. pring Semester Hours: 3 Concurrent: May be taken concurrently with FIN 23603 / FIN 43603 Dual Listed: FIN 27503
Prerequisites: FIN22403, FIN32403, FIN23403, FIN33403, FIN24403, FIN34403, FIN24503, FIN34503, FIN23503, FIN33503, FIN23603, FIN43603, FIN27503