Detailed Course Information |
Spring 2025
Feb 05, 2025 |
|
 |
||
 | Select the desired Level or Schedule Type to find available classes for the course. We would like to inform you that Self-Service Banner (Old) will be removed from MyBallState on May 9, 2025. To avoid interruptions in accessing the services you need, please transition to the updated version of Self-Service Banner as soon as possible. Thank you for your attention to this matter. |
| FIN 480 - Financial Planning Process and Case Development |
|
Students will study the financial planning process; the ethical, legal, and regulatory environment; appropriate communication; the standards of professional conduct; and other topics of relevance in financial planning and decision making. Students will integrate employee benefits and retirement planning, investments, risk management and insurance, income taxes, and estate planning into a comprehensive financial plan. Prerequisite: ACC 401 and BL 367 and FIN 310 and RMI 270 and RMI 330; or permission of the department chairperson.
3.000 Credit hours 3.000 Lecture hours Levels: Undergraduate Schedule Types: Lecture, Study Abroad, Online Fixed Times (Synch), Online (Asynchronous) Finance and Insurance Department Restrictions: Must be enrolled in one of the following Levels: Undergraduate Graduate Prerequisites: Undergraduate level ACC 401 Minimum Grade of D- and Undergraduate level BL 367 Minimum Grade of D- and Undergraduate level FIN 310 Minimum Grade of D- and Undergraduate level RMI 270 Minimum Grade of D- and Undergraduate level RMI 330 Minimum Grade of D- |
| Return to Previous | New Search |
|