FIN 473W Financial Plan Development [GEWI]

As the capstone experience, students will apply theoretical concepts to practical financial planning scenarios, crafting detailed financial plans that consider the diverse financial situations of individuals. Ethical considerations, effective client communication, and presentation techniques are emphasized, ensuring students are well-rounded in all facets of financial planning.

Credit 3 hrs May not be repeated for additional credit
Grade Mode Normal (A-F) Course Rotation Fall, Winter, Summer (online)

Prerequisites - ACC 350, FIN 470, FIN 471, and (FIN 472 may be taken concurrently)
Restriction by Major -
Restriction by Class - Undergraduate standing

Equivalent Course(s) -
Course History -
New course and approved for GEWI 4/2024, effective Fall 2024

Writing Intensive (GEWI), finance, business

Winter 2025 Course Sections

Summer 2025 Course Sections

Fall 2025 Course Sections