Synthesize and apply comprehensive financial planning concepts and techniques to simulated or actual clients in areas of household accounting, taxes, investments, risk management, retirement planning and estate planning. Students will prepare comprehensive, professional level personal financial plans. This course has been identified as a Cofrin School of Business High Impact Practice (HIP) course. HIPs are rigorous courses that include engaging teaching methods such as regular feedback, peer and faculty interaction, structured reflection, and application of knowledge.
P: ACCTG 410, FIN 343, FIN 345, FIN 415, FIN 425, and FIN 442 and an overall minimum GPA of 2.5
Spring.