FNCE 4840 - Personal Financial Plan Development Capstone Course uri icon



  • Reviews, integrates and applies personal financial planning concepts and skills. It builds on the previous PFP courses taken in the program. Students will prepare written financial plans based on comprehensive and integrative cases. The case method is a primary instructional tool. Individual and team written reports, as well as class presentations of cases, are required.


  • Starn, Harry  
    Primary Instructor - Fall 2019 / Fall 2020 / Fall 2021 / Spring 2023 / Fall 2023 / Spring 2024