Financial and Estate Planning

Catalog description

This course is a comprehensive survey of personal and family financial planning, a complex multi-disciplinary field also known as asset management and wealth management. The substantive areas covered are: (1) money and credit; (2) owning a residence; (3) taxes; (4) investments (mostly securities); (5) insurance; (6) retirement plans; and (7) estate planning. The textbook will be supplemented by handouts, especially with regard to taxes, and current trends and developments will be followed. The course provides knowledge that is immediately useful in any student's personal and family affairs, and it provides a foundation for further study in professional fields such as banking, investments, accounting, and law, and the specialized field of financial planning itself. Prerequisite(s): FIN 1001 , MAN 1020 .