Financial Planning/Wealth Management

Catalog description

The study of professional financial planning and analysis. Students will be required to perform a comprehensive financial analysis and create a financial plan. The plan will include analysis of economic conditions, investment allocation, investment return, planning for estate taxes and insurance, and retirement planning. This course covers content included on the Certified Financial Planner (CFP) exam. The course also includes a focus on ethical considerations when working with clients and sensitive information. Students will be required to complete an ethics exam similar to the ethics portion of the CFP exam.