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    Oct 23, 2026  
The University of North Carolina at Pembroke 2026-2027 Catalog 
    
The University of North Carolina at Pembroke 2026-2027 Catalog

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