Semester:
Spring of every year
Credits:
Total Credits: 3 Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 370 and FI 380 and FI 460
Restrictions:
Open to juniors or seniors in the Eli Broad College of Business and The Eli Broad Graduate School of Management and open to students in the Financial Planning and Wealth Management Minor.
Description:
Capstone course focused on all aspects of financial planning, Client management, planning tools and software applications. Creation of a comprehensive financial plan.