This course provides students with the skills and abilities necessary to deliver professional and competent financial planning services. The course focuses on applying previously acquired knowledge in the areas of insurance, investments, tax planning, retirement, benefits, and estate planning. The material concentrates on financial planning case studies for different types of households. The students will also work with client(s) in a controlled classroom setting and will prepare a comprehensive financial plan for them. This course is for Financial Planning students only and substitutes for BMGT 4381. Prerequisite: BMGT 4380.
Spring 2020, Fall 2019, Spring 2019, Fall 2018, Spring 2018