Professional Financial Planning

Catalog description

A case-oriented study of comprehensive financial planning for client families. This course integrates prior knowledge of financial planning principles and practice, investments, insurance, law, tax planning, retirement planning, and estate planning. Advanced topics in these subjects are also presented. The financial planning process, standards of professional practice, and planner ethics are emphasized. May be taught concurrently with FIN 681. Cannot receive credit for both FIN 581 and FIN 681. Prerequisite: ACC 321 and FIN 381 and FIN 384 and RMI 211 and LAW 231 ; and RMI 314 or concurrent enrollment; and FIN 538 or RMI 538 or ACC 524 or concurrent enrollment; and FIN 585 or concurrent enrollment; and undergraduate students must be admitted to degree program.