3 units
- Complete a Culminating Experience
- Upper Division Major Electives
- Required Courses
- Offered through SDSU Global Campus
- Major
Offered: Summer 2027 (not offered), Spring 2027 (offered), Fall 2026 (unknown)
Counts toward
- Business Administration, Emphasis in Financial Services, B.S. (2026-27) - Upper Division Major Electives
- Business Administration, Financial and Tax Planning Concentration, M.S. (2026-27) - Complete a Culminating Experience
- Business Administration, Financial and Tax Planning Concentration, M.S. (2025-26) - Complete a Culminating Experience
- Business Administration, Financial and Tax Planning Concentration, M.S. (2024-25) - Complete a Culminating Experience
Show all 13
- Business Administration, Financial Services, B.S. (2025-26) - Major
- Executive Financial Planner Advanced Certificate (2025-26) - Offered through SDSU Global Campus
- Executive Financial Planner Advanced Certificate (2024-25) - Offered through SDSU Global Campus
- Financial and Tax Planning, M.S. (2026-27) - Complete a Culminating Experience
- Financial and Tax Planning, M.S. (2025-26) - Complete a Culminating Experience
- Financial Services, B.S. in Business Administration (2024-25) - Major
- Personal Financial Planning Certificate (2026-27) - Required Courses
- Personal Financial Planning Certificate (2025-26) - Required Courses
- Personal Financial Planning Certificate (2024-25) - Required Courses
Preparation of family financial plans using comprehensive cases and/or real financial data. Financial planning software. Counseling and communication skills, behavioral finance, client psychology, practice standards, discipline and ethics.
Prerequisites
Credit or concurrent registration in FIN 589 or 657. Proof of completion of prerequisite(s) required: Copy of transcript.
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See the full prerequisite chainFrom the catalog
- Grading
- LCR: Letter Grade with Cr/NC available. The grading default for the class will be letter grade, but students can opt to take it for Cr/NC
- Repeatable
- Maximum 6 units.
- Typically offered
- Spring
- Catalog notes
- Students may register once at the undergraduate level and may repeat with new content at the graduate level.