Financial planning process, data gathering, approaches to financial planning, analysis of financial statements and client presentation; case analysis, ethics and professional conduct, use of financial planning software, advanced financial calculator usage, and Microsoft Excel applications. Prerequisites: Grade of C or better in FINP 435, FINP 436, FINP 437, FINP 438, and FINP 439; junior or senior classification Credits 3. 3 Lecture Hours.
Financial planning process, data gathering, approaches to financial planning, analysis of financial statements and client presentation; case analysis, ethics and professional conduct, use of financial planning software, advanced financial calculator usage, and Microsoft Excel applications. Prerequisites: Grade of C or better in FINP 435, FINP 436, FINP 437, FINP 438, and FINP 439; junior or senior classification Credits 3. 3 Lecture Hours.
