Financial Planning and Wealth Management II
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Overview
Subject area
FINC
Catalog Number
275
Course Title
Financial Planning and Wealth Management II
Department(s)
Description
Overview of wealth management theories and practices. This course develops students’ ability to apply the techniques of financial and income tax planning, investment and retirement planning, ethics, and communication. Topics include gathering relevant financial information, setting financial goals, examining clients’ current financial status and developing financial strategies to meet clients’ goals. Emphasis is placed on developing students’ ability to design and implement appropriate strategies to satisfy the overall financial planning goals of clients.
Typically Offered
Fall, Spring
Academic Career
Undergraduate
Liberal Arts
No
Credits
Minimum Units
3
Maximum Units
3
Academic Progress Units
3
Repeat For Credit
No
Components
Name
Lecture
Hours
3
Requisites
029914