Dec 08, 2022  
2014-2015 Shepherd University Catalog 
    
2014-2015 Shepherd University Catalog [ARCHIVED CATALOG]

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BADM 431 - Financial Plan Development

(3cr) This is the sixth and final course in the required series of courses for the concentration in Financial Planning. It is one of six courses required for eventual certification by the CFP Board of Standards, Inc. This seminar is a case-based course in which students will demonstrate that they have the skills necessary to integrate, apply, and communicate the financial planning knowledge acquired through their course of study to their clients. Prerequisites: Permission of the Chair; and ACCT 335  (may be taken concurrently),  FINC 308 , FINC 425 , BADM 427 , and BADM 429  (one of the BADM courses may be taken concurrently).



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