May 14, 2024  
2020-2021 Undergraduate Catalog 
    
2020-2021 Undergraduate Catalog [ARCHIVED CATALOG]

FINC 425 - Financial Plan Development

Credit(s): 3
FINANCIAL PLAN DEVELOPMENT
Component: Lecture
The capstone experience engages students in critical thinking and decision making about personal financial management topics, integrating the knowledge gained in previous courses into a cohesive, inclusive understanding of the financial planning process. A key component of this module will be to develop a comprehensive financial plan.
Repeatable for Credit: N Allowed Units: 3 Multiple Term Enrollment: N Grading Basis: Student Option
PREREQ: FINC 320 , FINC 321 , FINC 322 , ACCT 313  or ACCT 413 , and ACCT 418 . RESTRICTIONS: Open to senior Financial Planning majors only.
Requirement Designations: Discovery Learning Experience Capstone: Classroom Course Course Typically Offered: Spring
General Education Objectives:
GE1A: Read Critically GE1B: Analyze Arguments and Information GE2A: Communicate Effectively in Writing GE2B: Communicate Orally GE2C: Communicate Through Creative Expression GE4: Critically Evaluate Ethical Implications