Sep 24, 2026  
2026-2027 Undergraduate Catalog [DRAFT] 
    
2026-2027 Undergraduate Catalog [DRAFT]
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FIN 457 - Wealth Management


(3 Credits)

Financial planning has transcended traditional boundaries, becoming a critical skill for personal and professional success. This course provides students with comprehensive skills and sophisticated concepts for developing robust financial strategies. Students will explore multifaceted approaches to financial planning, emphasizing retirement and educational savings. The curriculum supports student preparation for diverse career paths, including financial planning, human resources financial product management, personal wealth optimization, and broader business and personal financial applications. Prerequisite(s): ◆ FIN 377 - Investments  or △ FIN 390 - Intermediate Corporate Finance . Grade only. Offered annually (usually fall semester).


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