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Dec 16, 2025
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FIN 319 - Personal Financial Planning
Students learn the personal financial planning process and the roles of the financial planning profession, including the seven-step financial planning process as prescribed by the Certified Financial Planner (CFP) Board. Methods used by financial planners to interact with their clients, including communication and relationship-building skills are also covered.
Requisites: ECON 222 , FIN 304 , and junior standing (Required, Previous).
Credits:4 cr
Session Cycle: Fall and WinterYearly Cycle: Periodically
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