FIN 1106 Investment Planning — 3 Credit Hours
Prerequisite: FIN 1121. This course introduces students to investment planning in the personal financial planning process. The course construction is based on the learning objectives specified by the CFP Board of Standards. This course is designed to provide students with an understanding of the concepts of investment regulation, client assessment, investment theory, environment and financial markets, strategies and tactics, modern portfolio theory, and integration. Three contact hours.

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