FIN 389 - FINANCIAL PLANNING CAPSTONE

Institution:

Kutztown University of Pennsylvania

Subject:

Finance

Description:

Students learn how to integrate the components (e.g., insurance, investment strategy) and apply knowledge gained in previous Personal Financial Planning track courses to create a comprehensive financial plan in a manner that is consistent with the CFP Board's Financial Planning Practice Standards. Students also learn how to present the financial plan in a professional manner both orally and in writing. This course is an integrative experience for students completing the Personal Financial Planning track in the finance major at Kutztown University of Pennsylvania. The preparation and presentation of a comprehensive financial plan is the culmination of a six-course program designed to prepare students to become financial planning professionals.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.kutztown.edu/

Phone Number:

(610) 683-4000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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