UNIVERSITY CATALOG: 2020-2021

Course: FIN 493A-C. Seminar in Financial Planning (3-3)

Prerequisites: Grade of “C” or higher in FIN 303; Upper Division Writing Proficiency Exam (UDWPE) score of 8 or higher. BUS 302/L are prerequisites for Business majors. Advanced issues in a subfield in financial planning are analyzed by means of case studies, readings and class discussion. Up to two different courses of this series may be taken for credit in the following areas: (A) Wealth Management, (B) Professional Financial Planning Technology, (C) Behavioral Financial Planning.