FINA 4610 - Financial Planning Capstone

3 hours

Designed to prepare students to assist individuals in their financial planning and strategy, including analysis of needs, insurance and investment programs, tax planning and shelters, trusts, tangibles, and retirement planning. Study includes readings and analysis of cases. Students prepare a comprehesive financial plan. Final course in the Financial Planning sequence and should be taken the final semester.

Prerequisite(s): FINA 4200, ACCT 4300, RMIN 4400, all with grade of C or better; RMIN 2500 or RMIN 3100, with grade of C or better; FINA 2770 or FINA 3100, with grade of C or better.

Corequisite(s): RMIN 4500.

Course specific fees (in addition to tuition and mandatory):
Academic (AF) per hour: $15.50