FINA 421 - Personal Financial Planning Capstone

Institution:

Shippensburg University of Pennsylvania

Subject:

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:

ACCT 306, FINA 312, FINA 320, FINA 322, and FINA 324

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

08/30/2012 - 08/25/2024 

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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