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Course ID: | FHCE 5250. 3 hours. | Course Title: | Capstone in Financial Planning | Course Description: | Advanced financial topics and development of a comprehensive financial plan. Regulation, certification, and legal and ethical requirements for financial planners. | Oasis Title: | Capstone in Financial Planning | Duplicate Credit: | Not open to students with credit in FHCE 5250E | Prerequisite: | (FHCE 3260 or HACE 3260) and (FHCE 4200 or HACE 4200) and (FHCE 4210 or HACE 4210) and (FHCE 4220 or HACE 4220) and (FHCE 4230 or HACE 4230) and RMIN 4000 or RMIN 4000H or RMIN 4000E | Semester Course Offered: | Offered fall and spring semester every year. | Grading System: | A-F (Traditional) |
| Course Objectives: | The student will be able to:
Understand the principles of accumulating, preserving, and distributing
financial resources through knowledge of the topics covered in the class.
Compare, contrast, and evaluate financial products and services in the market place.
Apply information about different types of families, financial products
and services, and the financial market place in order to make recommendations
to families at various stages in the family life cycle. | Topical Outline: | Role of Financial Planner
Regulation of Financial Planners
Certification of Financial Planners
Legal and Ethical Requirements
Financial Planning Process
Risk Management Planning
Budget, Savings, and Credit Planning
Tax Planning
Investment Planning
Retirement Planning
Estate Planning
Employee Benefits | |
Syllabus:
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