Financial Planning Practices for Fiduciaries

Catalog description

An overview of the practice of financial planning and financial situation analyses is covered. The course includes a study of the financial services industry; ethical standards and regulations for financial planners; the economic environment of financial planning; financial and accounting fundamental for financial planners; an integrative analysis of risk management, investment management, tax planning, retirement planning, and simple estate planning. Prerequisite(s): ACCT 216 and ECON 201 .