Mar 28, 2024  
Undergraduate Catalog 2014-2015 
    
Undergraduate Catalog 2014-2015 [ARCHIVED CATALOG]

FINC 498 - Comprehensive Financial Planning 3 hours


A study of the principles and practices of professional financial planning using an integrated planning model. 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 .