FINC-427 Creating the Financial Plan

This course synthesizes the principles and practices of financial planning. Students will create a comprehensive financial plan that considers the fundamentals of financial planning, risk management, income tax, retirement, employee benefits, investment, and estate planning. Students will also integrate biblical principles of leadership, discipleship, stewardship, decision-making, question-asking, and goal-setting involved in the financial planning process. Prerequisite: FINC-420, FINC-421, FINC-422, FINC-423, FINC-424 and FINC-426

Credits

3

Notes

3