FIN 442. Theory and Practice of Financial Planning (3)

Prerequisites: FIN 352; Grade of “C” or higher in FIN 303. BUS 302 and BUS 302L are prerequisites for Business majors. Financial theory and planning process includes data gathering, cash flow and debt considerations, goal setting and objectives (including retirement and education funding), integration, plan formulation, tax consideration and implementation. Planning considerations also include ethical and legal issues.