FIN-4114: Financial Planning Technology and Modeling
Description: Use of professional software applications that support financial planning analyses, plan preparation, wealth management, and client relationships. Principles of personal investment portfolio research, construction, and performance applied to comprehensive financial planning and wealth management.
Pathways: N/A
Course Hours: 3 credits
Corequisites: N/A
Crosslist: N/A
Repeatability: N/A
Sections Taught: 22
Average GPA: 3.15 (B+)
Strict A Rate (No A-) : 31.96%
Average Withdrawal Rate: 0.21%
| Derek D Klock | 2022 | 47.0% | 50.7% | 1.7% | 0.0% | 0.0% | 0.6% | 3.47 | 7 |
| Marius Popescu | 2004 | 55.3% | 35.3% | 4.7% | 0.0% | 4.9% | 0.0% | 3.36 | 2 |
| Huseyin Gulen | 2005 | 25.8% | 31.3% | 31.2% | 6.1% | 5.5% | 0.0% | 2.63 | 3 |
| Gregory B Kadlec | 2005 | 23.8% | 29.8% | 41.8% | 4.0% | 0.7% | 0.0% | 2.71 | 3 |
| Raman Kumar | 2005 | 44.7% | 35.5% | 14.4% | 0.7% | 4.8% | 0.0% | 3.14 | 3 |
| Jin Xu | 2005 | 17.9% | 56.4% | 12.8% | 12.8% | 0.0% | 0.0% | 2.76 | 1 |
| Tunde R Kovacs | 2005 | 34.6% | 30.8% | 23.1% | 7.7% | 3.8% | 0.0% | 2.86 | 1 |
| Catherine A Kennedy | 2023 | 37.2% | 62.8% | 0.0% | 0.0% | 0.0% | 0.0% | 3.36 | 1 |
| Jesse R Lineberry | 2022 | 82.2% | 13.3% | 2.2% | 2.2% | 0.0% | 0.0% | 3.74 | 1 |