Apr 29, 2024  
2019-2020 Undergraduate Catalog 
    
Catalog Navigation
  Catalog Home
  All Catalogs

  2019-2020 Academic Calendar
  Accreditation
  Administration and Faculty
  Admissions
  Campus Life
  Campus Map
  Course Descriptions
  Degree and Program Offerings
  Tuition and Fees
  Tuition/Fee Exemptions and Waivers and Other
  Financial Aid
  First-Year Success Programs
  Procedures and Policies
  Requirements for Baccalaureate Degrees
  Scholarships
  Student Services and Support
  University Core Curriculum
  University Housing and Meals
  William H. and Joyce Attebury Honors Program
  WTAMU at a Glance

  Paul Engler College of Agriculture and Natural Sciences
  Paul and Virginia Engler College of Business
  College of Education and Social Sciences
  College of Engineering
  Sybil B. Harrington College of Fine Arts and Humanities
  College of Nursing and Health Sciences
  Advising Services Degree Checklists and Curriculum Guides
  Common Course Numbering
  Preprofessional Specializations

  2020-2021 Academic Calendar
HELP
2019-2020 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.