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- fin-150 - capstone-in-professional-financial-planning
California State University-Sacramento Course Info
Sacramento, California
Course Info
Search for courses by clicking on letters of the alphabet or by using a search bar. Explore course description, number of credits required and course sequences to satisfy graduation requirements.
FIN 150
Capstone in Professional Financial Planning
This course will engage the student in critical thinking and decision-making about personal financial management topics in the context of the financial planning process. The purpose of this course is to refine and develop skills needed for personal financial planners when working with individuals, families, and business owners in meeting financial needs and objectives.
Units: 3.0
Prerequisites:
FIN 140 - Employee Benefits
and
FIN 136 - Modern Portfolio Management
and
FIN 140 - Employee Benefits
and
FIN 138 - Principles of Risk Management and Insurance
and
FIN 136 - Modern Portfolio Management
and
FIN 135 - Investments
and
ACCY 171 - Federal Tax Procedures I