Semester:
Fall of every year, Spring of every year
Credits:
Total Credits: 3 Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 801 and FI 830 and FI 832 and FI 836
Not open to students with credit in:
FI 470
Description:
Advanced retirement planning, client management, planning tools and software applications. Case-based capstone course resulting in the creation of a comprehensive financial plan.
Semester:
Fall of every year, Spring of every year
Credits:
Total Credits: 3 Lecture/Recitation/Discussion Hours: 3
Prerequisite:
FI 801 and FI 830 and FI 832 and FI 836
Restrictions:
Open to students in the Financial Planning and Wealth Management Major and open to students in the Financial Planning and Wealth Management Graduate Certificate.
Not open to students with credit in:
FI 470
Description:
Advanced retirement planning, client management, planning tools and software applications. Case-based capstone course resulting in the creation of a comprehensive financial plan.