FNCE 590 - Personal Financial Planning

The course is for students interested in pursuing careers in financial planning or for those wishing to learn how to manage their own financial affairs. The course focuses on family financial planning with an emphasis on financial recordkeeping, personal budgeting, tax planning, consumer credit, insurance, investment management, retirement and estate planning. Students will learn the importance of stress testing and “what‐if” analysis, as well as how to establish an asset allocation plan that supports a client’s risk tolerance profile. Key themes in the class are the importance of ethics; the “fiduciary” and its importance to the financial planner; the practical application of academic information in the financial planning marketplace; and the tremendous impact financial planning has on the lives of individuals.

Credits: 3