FIN 4128
Financial Plan Development
Capstone course in financial planning. Covers retirement needs, individual, corporate, and government retirement plans, plus group benefits plans. Examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, written and oral communication skills, and professional responsibility. Students develop a comprehensive financial plan.
Prerequisites & course information
Grading Scheme: Letter Grade Prerequisite: Any two of FIN 3124 , FIN 4132 , or RMI 3011 . Corequisite: FIN 3124 or FIN 4132 or RMI 3011 if not used above. Attributes: Artificial Intelligence
Sources
- Course catalogue ↗2025-2026
- Catalogue entry ↗
Catalogue variants
- Financial Plan Development · 4 Credits