Course Description
Advanced financial topics and development of a comprehensive financial plan. Regulation, certification, and legal and ethical requirements for financial planners.
Athena Title
Capstone in Financial Planning
Equivalent Courses
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
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