Grand Canyon University 4 credits Finance
This course is a synthesis of concepts learned throughout the financial planning program. A series of case studies enhances the ability to integrate and apply knowledge and skills from core financial planning domains. Students gain experience in the financial planning process, client biases and behavioral finance issues, professional standards, and ethics, and written and oral communication. Effective financial analysis techniques and client communication are employed to create and present a financial plan in accordance with a client's values and objectives. Implementation, evaluation, and updates of the plan are also addressed. Prerequisites: FIN-355, FIN-375, FIN-431, and ACC460.
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