Aug 19, 2019  
2018-19 NSU Undergraduate Catalog 
    
2018-19 NSU Undergraduate Catalog [Archived Catalog]

FIN 4033 - Professional Financial Planning

CIP Code
3 Credit Hours
The study of the principles, concepts, ethics and applications of financial planning for the professional planner working with individuals, families, or businesses. Analytical procedures will be taught and cases used to illustrate the determination of financial goals, appropriate product selection, and planning process implementation necessary to accomplish goals.
Prerequisite: FIN 3613 Insurance, FIN 3633 Investments, ACCT/FIN 4323 Estate Planning, ACCT 3003 Income Tax Accounting, and ACCT 4223 Retirement and Employee Benefit Planning with a minimum grade of C.