Jan 02, 2025  
Undergraduate Catalog 2019-2020 
    
Catalog Navigation
  Catalog Home
  About Columbia College
  Addendums
  Robert W. Plaster School of Business Programs
  School of Humanities, Art and Social Sciences Programs
  School of Natural Science and Mathematics Programs
  General Programs
  General Education Requirements
  Course Descriptions
  Admission Policies
  Tuition and Fees
  Financial Aid and Scholarships
  Academic and Administrative Policies, Regulations and Procedures
  Military, Veteran, Dependent and Spouse Education Benefits
  International Programs
  Student Conduct
  State Regulatory Information
  Student Affairs
  Catalog Change Document
HELP
Undergraduate Catalog 2019-2020 [ARCHIVED CATALOG]

FINC 498 - Comprehensive Financial Planning 3 hours

A study of the principles and practices of professional financial planning using an integrated planning mode. Case studies allow students to simulate real-world experience by integrating tax, insurance, and investment planning strategies into comprehensive financial plans. This investments course provides a foundation in modern portfolio theory and portfolio management with special consideration given to retirement planning. Prerequisite: FINC 354 .