Jan 13, 2025  
2022/2023 University Catalog 
    
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2022/2023 University Catalog [ARCHIVED CATALOG]

FIN 590 - Personal Financial Planning Practicum

Units: 3

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.

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