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FINĀ 414. Financial Plan Development. 3 or 4 hours.

Multifaceted task of financial plans, wealth accumulation, includes employee benefit programs, insurance policies, investments, estate planning, federal income tax, annuities, banking, borrowing. Students develop financial plans, orally and written. Course Information: 3 undergraduate hours. 4 graduate hours. Prerequisite(s): FIN 250. Recommended background: FIN 300; or FIN 301 and FIN 302.