FIN 456 Wealth Management

Principles and processes of financial planning and wealth management, including credit/debt management and retirement, college, and estate planning. The class is intended for students who wish to work in the financial planning industry.

Credit 3 hrs May not be repeated for additional credit
Grade Mode Normal (A-F) Course Rotation Fall, Winter, or Summer (one section per academic year, offered in-person/hybrid, occasionally online)

Prerequisites - FIN 350 with a “C” or higher
Restriction by Major -
Restriction by Class - Undergraduate standing

Equivalent Course(s) -
Course History -
Course Rotation updated 12/2022; Course Rotation updated 5/2022; Change to prerequisites 4/2022, effective Fall 2022; New Course 1/2019, effective Fall 2019

finance, business

Winter 2025 Course Sections

Summer 2025 Course Sections

Fall 2025 Course Sections