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
- Florida
- University of South Florida-Main Campus
- Course info
- fin-4128 - personal-financial-planning-process-and-development
University of South Florida-Main Campus Course Info
Tampa, Florida•
8 reviews
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 4128
Personal Financial Planning Process and Development
This course is a major capstone class that examines professional issues in financial planning, including: ethical considerations; regulation and certification requirements; written and oral communication skills; and professional responsibility.
Units: 3.0
Corequisites:
FIN 4132 - Estate Planning
Prerequisites:
RMI 4135 - Retirement Planning and Employee Benefits
Min Grade: C
Min Grade: C
and
FIN 4504 - Principles of Investments
Min Grade: C
Min Grade: C