FINP - Financial Planning (FINP)
FINP 101 Introduction to Personal Finance
Credits 3.
3 Lecture Hours.
Introduction to the Personal Financial Planning profession; overview of the process of financial planning; focus on using tools such as the financial calculator and Excel in the study of time value of money and household financial planning issues; overview of terminology and broad understanding of the practice of financial planning.
FINP 201 Professional Development in Financial Planning
Credit 1.
1 Lecture Hour.
Introduction to the professional aspects of working in the financial planning industry to prepare for a successful internship and professional career.
FINP 442 Estate Planning
Credits 3.
3 Lecture Hours.
Application and creation of complex estate planning methodologies and policies within financial planning; emphasis on both development of estate strategy and coordination of estate management with legal professionals required of a financial planner in advising clients. Prerequisites: Grade of C or better in AGLS 435.
FINP 443 Technology Applications in Financial Planning
Credits 3.
3 Lecture Hours.
Preparation of students for the financial planning capstone course through development of proficiency in professional software packages and completion of mini financial planning cases. Prerequisites: Grade of C or better in AGLS 435 or AGLS 438.