This site uses cookies. By continuing to use this site, closing this banner, or clicking "I Agree", you agree to the use of cookies.
Read our cookies policy and privacy statement for more information.
Stand with UkraineDonate
- Home
- New Hampshire
- Southern New Hampshire University
- Course info
- fin-350 - advanced-personal-financial-planning-online-
Southern New Hampshire University Course Info
Manchester, New Hampshire
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 350
Advanced Personal Financial Planning (online)
Explore the comprehensive financial planning process and develop financial knowledge to assist in collecting client data for the decision-making process used to make informed client recommendations. Analyze various client scenarios to determine and effectively communicate individualized recommendations covering various topics on the financial planning spectrum.
Units: 3.0
Prerequisites:
FIN 340O - Fundamentals of Investments (online)
and
ACC 330O - Federal Taxation I (online)