Case Studies in Financial Planning

Catalog description

In this course students integrate insurance planning, tax planning, investment planning, estate planning, and retirement planning. Students demonstrate their ability to analyze and apply knowledge of financial planning sub-disciplines through integrative cases. Additionally, this course covers the psychological and behavioral elements of personal financial planning. This course is part of the Certified Financial Planner Board Registered academic program. Prerequisite: FIN 360 or FIN 363 ; FIN 380 ; FIN 407 or FIN 408 ; senior standing. Offered Fall, Spring.