Dec 26, 2024  
The University of North Carolina at Pembroke 2024-2025 Catalog 
    
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The University of North Carolina at Pembroke 2024-2025 Catalog
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FIN 4610. Financial Plan Development (3 credits)

This course provides an opportunity to apply personal finance concepts covered in financial planning track courses in real-world situations. This Capstone course will follow a case-study approach. Students will be required to complete a hypothetical directed case involving a written comprehensive financial plan and an oral presentation as well as defense of the comprehensive financial plan. PREREQ: C- or better in FIN 3600


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