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FIN485Financial Plan Development

Course Prerequisites ToolSNHU 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

  • FIN460Estate Planning and Taxation
  • FIN350Advanced Personal Financial Planning
    • ACC330Federal Taxation I
    • FIN340Fundamentals of Investments
      • FIN320Principles of Finance
        • MAT240Applied Statistics
        • ACC201Financial Accounting
        • ECO202Macroeconomics
        • MAT243Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
  • FIN355Risk Management and Insurance Planning
    • FIN340Fundamentals of Investments
      • FIN320Principles of Finance
        • MAT240Applied Statistics
        • ACC201Financial Accounting
        • ECO202Macroeconomics
        • MAT243Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
  • FIN470Undergraduate Finance Capstone
    • FIN450Investment Portfolio Analysis
      • FIN335Financial Markets
        • FIN340Fundamentals of Investments
          • FIN320Principles of Finance
            • MAT240Applied Statistics
            • ACC201Financial Accounting
            • ECO202Macroeconomics
            • MAT243Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
    • FIN341Financial Regulations and Ethics
      • FIN340Fundamentals of Investments
        • FIN320Principles of Finance
          • MAT240Applied Statistics
          • ACC201Financial Accounting
          • ECO202Macroeconomics
          • MAT243Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)
    • FIN336Multinational Corporate Finance
      • FIN330Corporate Finance
        • FIN320Principles of Finance
          • MAT240Applied Statistics
          • ACC201Financial Accounting
          • ECO202Macroeconomics
          • MAT243Applied Statistics for Science, Technology, Engineering, and Mathematics (STEM)

Interactive Prerequisite Graph

Explore the prerequisite relationships visually. The graph below supplements the crawlable list above.

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.