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Attention: FINA And RIFS-Financial Services Majors

FINA 4610 – Comprehensive Financial Planning (3 hrs)
TR 3:30 - 4:50 - Fall 2015
UNT-Main Denton Campus

This course teaches financial planning and strategy, including analysis of needs, insurance and investment programs, tax planning and shelters, trusts, tangibles, and retirement planning. It is highly recommended for students interested in pursuing a career in personal financial planning and may be required for Financial Services majors and others seeking the Certified Financial Planner (CFP) certification.

Please direct questions to Professor Stephen L. Poe, Financial Services Program Coordinator, at 940-565-3070, or at poe@unt.edu. For information about becoming a Certified Financial Planner, check out the CFP website at: http://www.cfp.net

Prerequisite(s): FINA 4200 and RMIN 2500 or RMIN 4200 with grades of C or better (some prerequisites may be waived).