FIN 421 - Personal Financial Planning

Institution:

Shippensburg University of Pennsylvania

Subject:

Finance

Description:

Capstone synthesis course for Personal Financial Planning majors. Requires students to apply information and skills learned in business core and personal financial planning courses to case situations. Includes the financial planning process, personal financial statements, cash flow and debt management, analysis of insurance needs, investment planning, as well as estate, retirement, and income tax planning. Designed to apply and integrate the above knowledge into a cohesive personal financial plan. This class is not available for graduate credit.

Credits:

3.00

Credit Hours:

Prerequisites:

FIN 312 FOR LEVEL U WITH MIN. GRADE OF D AND FIN 320 FOR LEVEL U WITH MIN. GRADE OF D AND FIN 322 FOR LEVEL U WITH MIN. GRADE OF D AND FIN 324 FOR LEVEL U WITH MIN. GRADE OF D AND ACC 306 FOR LEVEL U WITH MIN. GRADE OF D

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.ship.edu/

Phone Number:

(717) 477-7447

Regional Accreditation:

Middle States Association of Colleges and Schools

Calendar System:

Semester

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