FIN 590 - Personal Financial Planning Practicum

Units: 3
Grading Method: LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC

Prerequisite(s): Credit or concurrent registration in FIN 589 or 657. Proof of completion of prerequisite(s) required: Copy of transcript.

Preparation of family financial plans using comprehensive cases and/or real financial data. Financial planning software. Counseling and communication skills, behavioral finance, client psychology, practice standards, discipline and ethics.

Maximum Credits: 6
Note: Students may register once at the undergraduate level and may repeat with new content at the graduate level.

Typically Offered: Spring