FIN 5750 - Fundamentals of Financial Planning

Credits: 3
This is a survey course for financial planning and wealth management. The topics include insurance planning, tax planning, investment planning, retirement planning, estate planning, and professional conduct. The course will focus on acquiring a framework for understanding the major components of financial planning and developing a coordinated financial plan.

Prerequisite: Admission to MS in Finance and/or CFP Certificate Program or department approval.