FIN4350 - Cases in Personal Financial Planning

FIN 4350 Cases in Personal Financial Planning (3 semester hours) This course refines skills necessary to help individuals, families, and business owners reach financial goals. Topic areas include investment planning, insurance planning and risk management, income tax planning, estate planning, retirement planning, and employee benefits planning. Students are required to prepare written, comprehensive financial plans and to present them orally. Prerequisite or corequisite: FIN 4330 or instructor consent required. (3-0) R