FIN 3040 - 01 Introduction to Personal Wealth Management
FIN 3040 - 01 Introduction to Personal Wealth Management
The course provides students the necessary knowledge and skills to enter the financial services industry and meet the education eligibility requirements to become a Certified Financial Planner (CFP). The course will cover two main areas of the CFP Curriculum: 1) General Financial Planning Principles, Professional Conduct, and Regulation; and 2) Risk Management, Insurance, and Employee Benefits Planning. Prerequisite(s): ACCT 2120; C- or better in FIN 3130; STAT 1772 or equivalent; ECON 1041; ECON 1051; ECON 1011 or MATH 1421; junior standing.
Subject
Finance
Status
Open
Career
Undergraduate
Location
Online
Session
Full Semester
Enrollment Total
21/30
Credit Hours
3
Class Number
31842
Delivery Mode
Online Semester Based
Dates
-
Academic Term
Spring 2024
Days & Times | Room | Instructor | Meeting Dates |
---|---|---|---|
Monday
Wednesday
01:00 PM - 01:50 PM |
Online
|
Steven F Yerkes
|
-
|
Friday
|
Online
|
Steven F Yerkes
|
-
|
- Priority for Declared Majors: 16W
- This course will be taught online via Zoom.
- This course will be taught online via eLearning.
- This section may be combined with another online section of the same course. Students will be notified by UNI email if these sections are combined.
Students enrolled in an online / distance program should submit the enrollment form to enroll. Students enrolled in an on-campus program should enroll through their Student Center.