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FIN485

Financial Plan Development

Course DirectorySNHU FIN485 has 4 direct prerequisites, with 17 courses in its complete prerequisite tree.

Undergraduate · 3 credits

In this course, students will demonstrate the ability to synthesize and apply financial planning knowledge and skills through the development and communication of a comprehensive financial plan. Students will build expertise in general principles of financial planning, investment planning, risk management and insurance planning, tax planning, retirement savings and income planning, estate planning, and the psychology of financial planning. This course will also provide students the opportunity to expand their knowledge of professional conduct and regulation.

Prerequisite Tree

  • FIN350 — Advanced Personal Financial Planning
    • ACC330 — Federal Taxation I
    • FIN340 — Fundamentals of Investments
      • FIN320 — Principles of Finance
        • ACC201 — Financial Accounting
        • ECO202 — Macroeconomics
        • MAT240 — Applied Statistics
        • MAT243 — Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
  • FIN355 — Risk Management and Insurance Planning
    • FIN340 — Fundamentals of Investments
      • FIN320 — Principles of Finance
        • ACC201 — Financial Accounting
        • ECO202 — Macroeconomics
        • MAT240 — Applied Statistics
        • MAT243 — Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
  • FIN460 — Estate Planning and Taxation
  • FIN470 — Undergraduate Finance Capstone
    • FIN336 — Multinational Corporate Finance
      • FIN330 — Corporate Finance
        • FIN320 — Principles of Finance
          • ACC201 — Financial Accounting
          • ECO202 — Macroeconomics
          • MAT240 — Applied Statistics
          • MAT243 — Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
    • FIN341 — Financial Regulations and Ethics
      • FIN340 — Fundamentals of Investments
        • FIN320 — Principles of Finance
          • ACC201 — Financial Accounting
          • ECO202 — Macroeconomics
          • MAT240 — Applied Statistics
          • MAT243 — Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
    • FIN450 — Investment Portfolio Analysis
      • FIN335 — Financial Markets
        • FIN340 — Fundamentals of Investments
          • FIN320 — Principles of Finance
            • ACC201 — Financial Accounting
            • ECO202 — Macroeconomics
            • MAT240 — Applied Statistics
            • MAT243 — Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)

Interactive Prerequisite Graph

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Unofficial — For Informational Purposes Only

This site is unofficial and is intended for informational purposes only. Course requirements, transfer evaluations, catalog rules, and program requirements can change. Always confirm your academic plan with your SNHU advisor for official guidance.