FIN-426 Creating the Financial Plan

This course synthesizes the principles and practices of financial planning. Students create and present a comprehensive financial plan for a unique case situation that considers the fundamentals of financial planning, risk management, income tax, retirement, employee benefits, investment, and estate planning. Creating and presenting a comprehensive financial plan is a requirement to take the CFP exam. Students will also integrate biblical principles of leadership, discipleship, stewardship, decision-making, question-asking, and goal-setting involved in the financial planning process. Prerequisite: FIN-420

Credits

3

Notes

3