FINA 320 - Financial Planning for Professionals

(3 hours) Prerequisites: BUSI 203 and FINA 305. This course is the first of seven in the CFP® program that prepares students to take the CFP® exam. It provides an overview of the financial planning process including practice management and building client relationships. It introduces the fundamentals of income tax, investments, estate, retirement, and risk, management planning. It also introduces the legal and ethical standards of the financial planning profession. The Biblical principles of managing money are integrated throughout the course. This course cannot be challenged.