Jul 14, 2024  
2020-21 NSU Undergraduate Catalog 
2020-21 NSU Undergraduate Catalog [Archived Catalog]

FIN 4033 - Professional Financial Planning

Description: 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.

Credit Hours: 3
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.