University of Portland Bulletin 2024-2025

BUS 579 Advanced Financial Planning and Counseling

This course is designed for students interested in gaining a deeper understanding of the financial planning process and pursuing careers in wealth management or financial counseling. Students will use qualitative and quantitative tools as well as case studies, role playing and communication techniques to develop personal finance competency for making wise financial decisions and for ethically and responsibly counseling others.

Prerequisite

BUS 536