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2026-2027 Undergraduate Catalog (20273)

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BUAD 4777 Financial Planning Capstone (3 credits)

This course provides students with a solid foundation in the fundamentals of investing while emphasizing the role of psychology in financial decision-making. Students will explore a range of investment alternatives and learn to evaluate potential risks and returns within today¿s dynamic investment environment. In addition, the course examines behavioral biases and introduces coaching techniques to help clients manage emotional responses to investment decisions. Through client-facing simulations and interactive exercises, students will practice presenting investment strategies and solutions that align with client goals and values. Prerequisite(s): BUAD 3678, 3770, 3777, 3779, 3872, and 3870
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