Selected Topics in Financial Planning

Catalog description

The goal of this course is to expose students to selected financial planning topics not covered in TAX 9890, and to enable students to develop a financial plan applying those topics to the basic four core personal financial planning areas: (i) tax planning as it relates to personal financial planning, (ii) risk management, (iii) investments, (iv) financial independence. This course will also explore the general components of personal financial planning: (i) statement of financial position, (ii) spending plans, (iii) personal financial ratios. This course will focus on two disciplines: (i) technical skills, (ii) subject matters associated with implementing a financial plan based on information contained in a tax return or tax planning strategy.