3.00 Credits
Prerequisite(s): FIN 3060, FIN 5210, FIN 3220, FIN 5260, FIN 3400, University Advanced Standing, and For PFP Majors Only.. Develops the concept of a comprehensive plan. 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 software applications as well as interview skills, data gathering, working with clients, presentation skills, and the creation of a comprehensive financial plan.