FIN 3090 - Financial Planning

3 credit hours

Prerequisites: FIN 2010, FIN 3000, or FIN 3010; junior standing; admission into the College of Business. Financial and estate planning with a focus on issues and applications relevant to professional financial and estate planners. Topics include the role of the planner, the planning process, insurance planning, estate planning, retirement planning, tax planning, cash management, credit management, and comprehensive financial and estate plans.

Click here for the Spring 2026 Schedule of Classes