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Alkimi University Academics

FIN 470 · Business Administration

Wealth Management & Financial Planning

Comprehensive wealth management strategies, client financial goal setting, investment asset allocation, retirement savings models, estate planning structures, and personal taxation.

Catalog overview

Course Essentials

Credits
3
Level
400 upper division
Typically offered
Fall, odd years
Prerequisites
FIN 320.

400-level courses: advanced capstone, senior research, and specialized seminars. Counts toward the 36 upper-division credits every bachelor's degree requires (Undergraduate Catalog §2.3). Details: Undergraduate Catalog §9.12.

Department of Finance

Department page →
Tidewell Hall Chair: Dr. Meredith Bishop, Tidewell Hall 203

Questions about a major or your plan: Academic Advising Center, Lovell Hall 101, (555) 555-0158.

FIN 470 runs on a two-year rotation and isn't offered in 2026–27; it's next scheduled for Fall 2027. Department chairs make teaching assignments each year (Faculty Handbook §5.1), and every instructor posts the syllabus in Canvas by the first day of classes (Faculty Handbook §5.2).

Generative AI in this course

Every syllabus must state one of three levels: Level 1 (AI not permitted for graded work), Level 2 (AI permitted with disclosure for specified tasks), Level 3 (AI permitted broadly with disclosure). Check your section's syllabus in Canvas. Unless it says otherwise, the university default applies: generative AI tools may be used for brainstorming, studying, and feedback on your own drafts, but not to produce work you submit for a grade.

Details: Student Handbook §5.7 and Student Handbook §5.8. See what each AI level allows.

Degree planning

Where FIN 470 fits

What to take first, what this course opens up, and the requirements it can satisfy, from the Undergraduate Catalog.

No other catalog course lists FIN 470 as a prerequisite.

Counts toward

All programs →

Every course also counts toward the 120 credits needed for a bachelor's degree. Confirm your plan with your advisor or the Academic Advising Center.

No AP exam awards credit for FIN 470 (Undergraduate Catalog §3.11).

Registration

How to enroll in FIN 470

  1. Check the prerequisites

    FIN 320.

  2. Add it in AlkimiHub

    FIN 470 is offered in the fall semester of odd-numbered years; the next offering is Fall 2027. Register through AlkimiHub self-service registration, which opens by credit standing. Until the add deadline, you don't need instructor permission as long as seats remain and you've met the prerequisites. Details: Student Handbook §3.3.

  3. If the section is full, join the waitlist

    When a seat opens, AlkimiHub offers it to the first student on the waitlist and emails you. You have 24 hours to claim it before it goes to the next student. Details: Student Handbook §3.10.

All dates: academic calendar. Registration help: Office of the Registrar.

BUS, ACCT, COMM, FIN, MGT, MKT courses

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