FINC 3654 - Introduction to Financial Wealth Management

Prerequisite: FINC 2213 or FINC 1123. Provides an overview to careers in financial planning and wealth management. Introduces the process professionals follow to help clients identify their financial goals, develop and implement a plan to achieve those goals, and monitor and evaluate the effectiveness of those plans over time. Outlines the professional ethical standards and regulatory environment for the profession. Details the licensure pathway to become a Certified Financial Planner (CFP). 3 credits.