Detailed Course Information |
Fall 2023
Sep 19, 2024 |
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| FINA 400 - Case Studies in Financial Planning |
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An application of financial planning concepts through case studies, including investment analysis, retirement and employee benefits planning, insurance and income tax planning and estate planning. Students are introduced to the wide range of financial planning tools and techniques available today to the professional financial planner as well as to the individual. Students develop skills necessary to analyze case studies. By the end of the course, the student should be able to construct a sensible and workable financial plan for a client.
Prerequisite: Junior standing and FINA 300 Fundamentals of Financial Planning and Insurance.
1.000 Credit hours 4.000 Lecture hours Levels: Non-Matriculated, Undergraduate Schedule Types: Directed Study, Independent/Directed Study, Lecture Accounting, Economics, Finance Department Course Attributes: Undergraduate Level Course Restrictions: May not be assigned one of the following Student Attributes: DGCE Student |
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