FIN 6800 - Financial Planning Capstone and Case Analysis

Institution:

Utah Valley University

Subject:

Finance

Description:

Prerequisite(s): FIN 6060, FIN 6170, FIN 6210, FIN 6300. Pre- or Corequisite(s): FIN 6260. Reviews each of the major aspects of financial planning in the context of a comprehensive case. Analyzes the financial planning profession and the various types of financial planning models. Provides an overview of client servicing and management, including data gathering, working with clients, presentation skills, and the creation of a comprehensive financial plan.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Multiple

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.uvu.edu

Phone Number:

(801) 863-8000

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

General Education

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