FINA 4610 - Comprehensive Financial Planning

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.

Prerequisite(s): FINA 4200 and RMIN 2500 or RMIN 4200 with grades of C or better.