Financial Planning

Catalog description

This course focuses on the application of financial planning concepts in an integrated, real-world setting. Through case studies, students will synthesize knowledge from various financial planning disciplines—including insurance, investing, taxation, retirement planning, employee benefits, and estate planning—into a comprehensive financial planning process. Taking a hands-on, active role in the learning process, students will develop both basic and complex financial plans by following the six-step financial planning process. The course includes individual and group work, with students presenting their comprehensive plans to the class, simulating professional client interactions. This practical experience provides students with the opportunity to refine their skills in analysis, presentation, and collaboration, preparing them for their future roles as financial planning professionals.