May 31, 2020  
Undergraduate Catalog 2018-2019 
    
Undergraduate Catalog 2018-2019 [ARCHIVED CATALOG]

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FINC 498 - Comprehensive Financial Planning 3 hours


A study of the principles and practices of professional financial planning using an integrated planning mode. Case studies allow students to simulate real-world experience by integrating tax, insurance, and investment planning strategies into comprehensive financial plans. This investments course provides a foundation in modern portfolio theory and portfolio management with special consideration given to retirement planning. Prerequisite: FINC 354 .



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