Oct 08, 2026  
2026 - 2027 Undergraduate Catalog 
    
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2026 - 2027 Undergraduate Catalog

FERM 3700 - Investment Planning For Families (3)

This course provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics to meet a family’s investment goals. This course is one of the six courses designed to prepare students for the Certified Financial Planning Certificate. Permission of instructor required. Offered online only.