PFP836

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PFP836 - Financial Planning Case Studies (3 cr)

School of Consumer SciencesHE - Health and Human Sciences
Course DetailsPrerequisites/CorequisitesCourse Learning Outcomes

Subject Code

PFP

Course Number

836

Course Title

Financial Planning Case Studies

Course Description

This course examines professional issues in financial planning, including ethical considerations, regulation and certification requirements, communication skills, and professional responsibility. Students are expected to utilize skills obtained in other courses and work experiences in the completion of personal finance case studies, the development of a targeted investment policy, and other related financial planning assignments.

Minimum Units

3

Maximum Units

3

Repeatable

Yes

Course Typically Offered

Fall, Spring