Dec 01, 2021  
2021-2022 Catalog 
2021-2022 Catalog

FI 434 Cases in Financial Planning

3 unit(s)
Uses case studies that apply financial planning principles to strategic personal wealth management for advising clients in the comprehensive financial and estate-planning approach. Topics include integrating and balancing client needs with financial products and strategies, update on taxation and new financial products, writing a comprehensive financial plan, presenting the plan, implementing the plan, providing periodic review, professional literature and resources, qualitative client factors and analysis, financial counseling techniques and computer resources. Prerequisite(s): FI 420 , FI 421 , FI 422 , FI 425 , FI 426 , and FI 483 .

View the Fall 2021 course schedules: