FINN 40103 — Seminar in Personal Financial Planning
Explores financial planning function, including contact, data acquisition, plan development and implementation; covers all areas of personal financial planning including investments, insurance, taxes, and estate planning; addresses planning techniques and financial planning ethical issues; emphasis on case studies. Pre- or Corequisite: FINN 47303 . Prerequisite: FINN 30003 , FINN 30603 , FINN 36203 , and ACCT 38403 . (Typically offered: Spring)
Prerequisites: FINN 30003, FINN 30603, FINN 36203, ACCT 38403