FIN 411: Financial Planning

Course Description

This course introduces students to the primary areas of personal financial planning and helps them prepare for the professional financial planning examinations. Topics include overview of the financial planning process, analysis of clients' needs; principles of personal income taxation; investment analysis and planning; retirement and estate planning; insurance planning and major types of insurance, ethics and standards of professional practice; and quantitative methods used in the analysis and derivations of decision rules. This course is designed for students who consider a career in financial advising, as well as those who are interested in managing their own personal finances. Students will practice critical thinking and business communication through written presentation of case analysis and recommendations. (YR).