BFIN 4381 Financial Planning Capstone
This course provides students with the skills and abilities necessary to deliver professional and competent financial planning services. The course focuses on applying previously acquired knowledge in the areas of insurance, investments, tax planning, retirement, benefits, and estate planning. The material concentrates on financial planning case studies for different types of households. The students will also work with client(s) in a controlled classroom setting and will prepare a comprehensive financial plan for them.