3.00 Credits
The course introduces undergraduate students to different aspects of financial planning and provides them with the tools needed to create a financial plan. This elective course in finance blends current practices, trends, and issues in financial planning. A variety of instructional techniques are used, including short lectures, discussions, teamwork, problem solving, case studies, Excel modeling, short written assignments, videos, and guest speakers from the Greater West Chester area. Following the completion of the course students should be able to decide if they want to pursue a career in financial planning and study for the Certified Financial Planner designation.
Prerequisite:
FIN 325, FIN 344