FINC-526 Case Analysis and Financial Plan Development

This course synthesizes the principles and practices of financial planning. Students will create financial and cash flow statements, and present a comprehensive financial plan that considers the fundamentals of financial planning, risk management, income tax, education funding, retirement, business succession planning, 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: Successful completion of all financial planning courses.

Credits

3

Notes

3