ACE 349: Risk Management and Financial Planning Across the Life Cycle

Course Description

Provides students with an in-depth view of risk management and insurance by following a case study over the course of the semester. Students will evaluate human capital, health, disability, life, property and casualty, business, retirement, and long-term care risks faced by financial planning clients. The course will feature multiple lectures and interviews with practicing financial planning professionals. Content will be delivered utilizing a life cycle approach, focusing on a hypothetical client household's risks as they evolve through early career (with and without dependents), mid-career with dependents, and near-retirement stages of life. Credit is not given towards graduation for ACE 349 if credit for ACE 398 RM has been earned. Prerequisite: ACE 240 or FIN 232.