Provides an introduction to the financial planning process for future financial planners. This includes the approaches to financial planning, interpersonal communication, and behavioral finance. Topics include financial statements and introductions to investment, estate, tax and retirement planning. Risk management and insurance planning is presented as well. Enrollment Requirements: Requires prerequisite courses of BASE 2104 and FNCE 2010 (minimum grade D-). Restricted to Business (BUSN) majors with 52-180 units completed.