FIN 333 - Fundamentals of Financial Planning

Institution:

West Chester University of Pennsylvania

Subject:

Economics And Finance

Description:

The course introduces undergraduate students to different aspects of financial planning and provides them with the tools needed to create a financial plan. This elective course in finance blends current practices, trends, and issues in financial planning. A variety of instructional techniques are used, including short lectures, discussions, teamwork, problem solving, case studies, Excel modeling, short written assignments, videos, and guest speakers from the Greater West Chester area. Following the completion of the course students should be able to decide if they want to pursue a career in financial planning and study for the Certified Financial Planner designation.

Credits:

3.00

Credit Hours:

Prerequisites:

FIN 325, FIN 344

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.wcupa.edu

Phone Number:

(610) 436-1000

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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