Students learn to analyze the financial and insurance needs of potential clients and how to develop a plan that protects them from risk and helps achieve their financial objectives. Topics include government sponsored benefit plans; personal insurance products; deferred income plans; budgeting and personal financial statements; investment policy statement; investment products; investment strategies; investment income and tax planning; family law; wealth transfer including wills, trusts, and estates; professional ethics; and developing a comprehensive financial plan. Prerequisite: FNCE 3190 (minimum C-) or equivalent
Students learn to analyze the financial and insurance needs of potential clients and how to develop a plan that protects them from risk and helps achieve their financial objectives. Topics include government sponsored benefit plans; personal insurance products; deferred income plans; budgeting and personal financial statements; investment policy statement; investment products; investment strategies; investment income and tax planning; family law; wealth transfer including wills, trusts, and estates; professional ethics; and developing a comprehensive financial plan. Prerequisite: FNCE 3190 (minimum C-) or equivalent
