2026-2027 Graduate Catalog

FIN 5710J Foundations of Pro Fin Planni

This course provides an overview of professional financial planning theory andpractice in the context of ethical behavior, understanding client needs, and regulatory compliance. Topics include purposes of financial planning, value of objective advice, financial analysis tools, the financial planning process, and the client-advisor relationship. (Previously NJCU Course FINC-671)

Credits

3