Spring 2021 - Schedule of Classes
Prerequisites: FIN 352; 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. 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.