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 FHCE 3260E) and FHCE 4200 and FHCE 4210 and (FHCE 4220 or FHCE 4220E) and FHCE 4230 and FHCE 4205 and (RMIN 4000 or RMIN 4000E or RMIN 4000H)
Semester Course Offered
Offered fall and spring
Grading System
A - F (Traditional)
Student learning Outcomes
Students will be able to understand the principles of accumulating, preserving, and distributing
financial resources through knowledge of the topics covered in the class.
Students will be able to compare, contrast, and evaluate financial products and services in the marketplace.
Students will be able to apply information about different types of families, financial products and services, and the financial marketplace 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
