FIN 4033 - Professional Financial Planning

3 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 4323, 3633, and 3613, ACCT 3003, 4223.