FIN 4040 - 01 Principles of Personal Wealth Management
FIN 4040 - 01 Principles of 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) Tax Planning, and 2) Estate Planning. Prerequisite(s): ACCT 2120; FIN 3040; 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
11/28
Credit Hours
3
Class Number
71309
Delivery Mode
Online Semester Based
Dates
-
Academic Term
Fall 2024
| Days & Times | Room | Instructor | Meeting Dates |
|---|---|---|---|
|
Monday
Wednesday
10:00 AM - 10:50 AM |
Online
|
Steven F Yerkes
|
-
|
|
|
Online
|
Steven F Yerkes
|
-
|
- Priority for declared majors: Personal Wealth Management
- This course will be taught online via Zoom.
- This course will be taught online via eLearning and 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.