May 27, 2026  
2025-2026 Undergraduate Catalog 
    
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2025-2026 Undergraduate Catalog
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FIN 431 - Family Investment Planning

Credits: 3
An in-depth study of investment options for clients, this course will include common stocks, fixed income securities, convertible securities, and related choices. Relationships between investment options and employee/employer benefit plan choices will be studied. Current and emerging issues, and ethics will be an integral part of the course.

Prerequisites: FIN 280 .


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