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 →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.
Take first
Catalog wording: FIN 320.
No other catalog course lists FIN 470 as a prerequisite.
Counts toward
All programs →- Elective Business Administration (BBA) Can count toward: Four Breadth Business Electives. Undergraduate Catalog §5.2
- Elective Finance (BS) Can count toward: Two 400-Level Finance Electives. Undergraduate Catalog §10.10
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.
AP credit
AP equivalency table →No AP exam awards credit for FIN 470 (Undergraduate Catalog §3.11).
Registration
How to enroll in FIN 470
-
Check the prerequisites
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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.
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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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