Feb 05, 2025  
2024-2025 Undergraduate Catalog 
    
2024-2025 Undergraduate Catalog
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FINA 450 - Retirement Savings and Income Planning


(3 hour(s)) Prerequisite: FINA 305 (grade of “C” or better). This course is one of seven in the CFP® program that prepares students to take the CFP® exam. Students learn the fundamentals of retirement planning from the perspective of a financial advisory professional. They learn to conduct a retirement needs analysis and to use the various government and private vehicles available to meet those needs. They learn the Biblical perspective of retirement.  This course cannot be challenged.



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