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.