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Southern New Hampshire University Course Info
Manchester, New Hampshire
Course Info
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FIN 485
Financial Plan Development (online)
Demonstrate ability in the role of financial planner to synthesize and apply financial planning knowledge and skills through developing a financial plan. Expertise and skills required include conduct and regulation, general principles and regulation, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning to develop a comprehensive financial plan.
Units: 3.0
Prerequisites:
FIN 355 - Risk Management and Insurance Planning (online)
and
FIN 350 - Advanced Personal Financial Planning (online)
and
FIN 470 - Undergraduate Finance Capstone (online)
and
FIN 460 - Estate Planning and Taxation (online)