Applied Financial Planning: Cases and Client Skills.

Catalog description

Students apply prior knowledge from insurance, investments, taxation, retirement, and estate planning to real-world client cases. The course emphasizes professional ethics, fiduciary responsibility, and soft skills such as communication, counseling, and behavioral insights. Students develop and present comprehensive financial plans while integrating professional standards and relevant regulations. Prereq: ACCT 418 , FIN 320 , FIN 333 , FIN 410 , FIN 454 and FIN 455 .