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2026-2027 Undergraduate & Graduate Catalog [In Progress]

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FIN 461 - Certified Financial Planning II

This course is the second part of the Certified Financial Planner® Education Program. Topics include investment planning, estate planning, psychology of financial planning, professional conduct and regulation, and general principles of financial planning. Students will be required to design a comprehensive financial plan as the culminating experience. Offered Winter semester. Prerequisites: FIN 460.

Credits: 3



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