FNCE-4840 (3) Personal Financial Plan Development Capstone

Reviews, integrates and applies personal financial planning concepts and skills. It builds on the previous PFP courses taken in the program. Students will prepare written financial plans based on comprehensive and integrative cases. The case method is a primary instructional tool. Individual and team written reports, as well as class presentations of cases, are required. Requisites: Requires prerequisite courses of ACCT 3440, FNCE 2820, FNCE 3030, FNCE 3040 and FNCE 3060 (all minimum grade D-). Restricted to Business (BUSN) majors with 102-180 units completed.