May 13, 2024  
2018-2019 Undergraduate Catalog 
    
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2018-2019 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 4365 - Case Studies in Financial Planning


3 3 0
Prerequisite(s): FIN 3320  or consent of instructor. Case analysis using principles and techniques related to financial planning. Topics include ethical considerations, client relationships, regulation and certification requirements, written communication skills, presentation of technical issues, and professional responsibility.