Aug 01, 2025  
2024-2025 Undergraduate Catalog 
    
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2024-2025 Undergraduate Catalog [ARCHIVED CATALOG]

FIN 4365 - Case Studies in Financial Planning

3 3 0
Prerequisite(s): FIN 3320 . 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.