FIN 5800 - Personal Financial Planning Capstone

Institution:

Utah Valley University

Subject:

Finance

Description:

Prerequisite(s): FIN 3060, FIN 5210, FIN 3220, FIN 5260, FIN 3400, University Advanced Standing, and For PFP Majors Only.. Develops the concept of a comprehensive plan. Reviews each of the major aspects of financial planning in the context of a comprehensive case. Analyzes the financial planning profession and the various types of financial planning models. Provides an overview of software applications as well as interview skills, data gathering, working with clients, presentation skills, and the creation of a comprehensive financial plan.

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Multiple

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.uvu.edu

Phone Number:

(801) 863-8000

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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