Finance Marriott School of Business
Applying financial principles to household decision making, stressing integration between areas. Income tax and estate planning, retirement, investments, portfolio management, and risk management.
Grade Rule 8: A, B, C, D, E, I (Standard grade rule)
Any business major status.
Fin 418 Learning Outcomes
Students will become proficient enough in the following areas to prepare them for the Certified Financial Planner exam: Professional conduct and regulation General financial planning principles Education planning Risk management and insurance planning Investment planning Tax planning Retirement savings and income planning Estate planning All will be measured through quizzes and two exams.