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Mar 12, 2025
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FIN 4140 - Cases in Financial Planning
Critical thinking and decision-making about personal financial management topics in the context of the financial planning process.
Requisites: FIN 3310 and FIN 4100
Credit Hours: 3
OHIO BRICKS Capstone: Capstone or Culminating Experience
General Education Code (students who entered prior to Fall 2021-22): 3
Repeat/Retake Information: May be retaken two times excluding withdrawals, but only last course taken counts.
Lecture/Lab Hours: 3.0 lecture
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes: - Students will demonstrate the ability to analyze, synthesize, and evaluate personal financial situations and to develop and justify the economic assumptions used in a financial plan.
- Students will integrate knowledge gained in other financial planning and support courses.
- Students will synthesize a comprehensive plan of action based on the full picture of a client’s financial situation.
- Students will understand how to prioritize goals and determine the feasibility of achieving these goals.
- Students will understand the compliance issues that exist in the financial services workplace.
- Students will understand the how ethics and professional responsibility apply to the financial planning process.
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